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
$462M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$4.07M
3
+$2.48M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.46M
5
ATVI
Activision Blizzard
ATVI
+$2.12M

Top Sells

1
+$2.88M
2
+$2.87M
3
+$2.82M
4
NOC icon
Northrop Grumman
NOC
+$2.31M
5
BA icon
Boeing
BA
+$1.64M

Sector Composition

1 Technology 19.58%
2 Healthcare 15.98%
3 Financials 12.76%
4 Consumer Discretionary 10.23%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$209K 0.05%
6,200
-100
152
$207K 0.04%
+1,193
153
$205K 0.04%
2,471
-40
154
$188K 0.04%
14,000
+1,280
155
– –
-2,500
156
– –
-12,245
157
– –
-6,125
158
– –
-81,087
159
– –
-7,624
160
– –
-9,926
161
– –
-210,824
162
– –
-11,065
3 4 5 6
7