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
$598M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$6.2M
3
+$6.01M
4
PWR icon
Quanta Services
PWR
+$4.06M
5
LIN icon
Linde
LIN
+$3.48M

Top Sells

1
+$8.33M
2
+$4.49M
3
+$3.99M
4
APD icon
Air Products & Chemicals
APD
+$3.24M
5
LMT icon
Lockheed Martin
LMT
+$2.97M

Sector Composition

1 Technology 16.6%
2 Financials 13.89%
3 Healthcare 12.94%
4 Industrials 12.62%
5 Consumer Discretionary 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$285K 0.05%
+5,610
152
$282K 0.05%
2,604
-50
153
$280K 0.05%
3,100
154
$251K 0.04%
1,772
-45
155
$248K 0.04%
1,095
-8,240
156
$244K 0.04%
+5,660
157
$242K 0.04%
1,000
158
$239K 0.04%
1,731
-60,348
159
$236K 0.04%
4,425
160
$235K 0.04%
2,230
161
$230K 0.04%
1,300
162
$229K 0.04%
+717
163
$227K 0.04%
1,810
164
$227K 0.04%
+3,125
165
$223K 0.04%
+1,780
166
$221K 0.04%
+2,000
167
$208K 0.03%
2,275
168
$203K 0.03%
2,471
169
$202K 0.03%
+3,100
170
$201K 0.03%
+3,233
171
$200K 0.03%
+2,300
172
$153K 0.03%
11,010
-6,000
173
– –
-6,087
174
– –
-11,851
175
– –
-545
4 5 6
7
8