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
$568M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$3.12M
3
+$3.03M
4
CSCO icon
Cisco
CSCO
+$2.86M
5
MA icon
Mastercard
MA
+$2.84M

Top Sells

1
+$8.99M
2
+$6.33M
3
+$4.47M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.21M
5
ABT icon
Abbott
ABT
+$4.16M

Sector Composition

1 Financials 16.11%
2 Healthcare 12.58%
3 Technology 11.88%
4 Energy 10.55%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-7,238
177
– –
-4,235
178
– –
-11,285
179
– –
-9,802
180
– –
-4,469
181
– –
-7,800
4 5 6 7
8