GIA

Granite Investment Advisors Portfolio holdings

AUM $618M
1-Year Est. Return 31.32%
This Quarter Est. Return
1 Year Est. Return
+31.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$532M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$2.11M
3
+$1.99M
4
PYPL icon
PayPal
PYPL
+$1.59M
5
TMUS icon
T-Mobile US
TMUS
+$1.55M

Top Sells

1
+$5.79M
2
+$3.12M
3
+$3.01M
4
UNH icon
UnitedHealth
UNH
+$2.24M
5
FDX icon
FedEx
FDX
+$1.62M

Sector Composition

1 Financials 15.61%
2 Technology 14.24%
3 Healthcare 13.69%
4 Industrials 10.8%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$248K 0.05%
3,700
152
$243K 0.05%
+1,500
153
$234K 0.04%
4,560
154
$227K 0.04%
3,400
-132
155
$218K 0.04%
+1,640
156
$214K 0.04%
1,653
-400
157
$208K 0.04%
18,500
158
$207K 0.04%
+1,208
159
$205K 0.04%
2,549
-15
160
– –
-2,753
161
– –
-2,650
162
– –
-2,691
163
– –
-1,350
164
– –
-2,852
165
– –
-56,985
166
– –
-23,184
167
– –
-97,700
3 4 5 6
7