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
$512M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$2.15M
3
+$2.11M
4
UPS icon
United Parcel Service
UPS
+$2.08M
5
NEE icon
NextEra Energy
NEE
+$1.98M

Top Sells

1
+$6.64M
2
+$3.54M
3
+$2.77M
4
SYK icon
Stryker
SYK
+$2.57M
5
BA icon
Boeing
BA
+$2.48M

Sector Composition

1 Technology 17.73%
2 Healthcare 14.78%
3 Financials 12.2%
4 Industrials 11.7%
5 Consumer Discretionary 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$238K 0.05%
1,903
152
$232K 0.05%
2,654
+251
153
$225K 0.04%
6,200
154
$217K 0.04%
+17,360
155
$215K 0.04%
+1,300
156
$209K 0.04%
+1,402
157
$207K 0.04%
+3,150
158
$206K 0.04%
756
159
$205K 0.04%
2,471
160
$202K 0.04%
+1,570
161
– –
-22,379
162
– –
-14,000
163
– –
-2,765
164
– –
-14,246
165
– –
-1,285
3 4 5 6
7