GIA

Granite Investment Advisors Portfolio holdings

AUM $618M
1-Year Est. Return 31.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$545M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$8.79M
3
+$8.39M
4
BNS icon
Scotiabank
BNS
+$7.62M
5
FDX icon
FedEx
FDX
+$6.57M

Top Sells

1
+$10.1M
2
+$8.88M
3
+$7.07M
4
BCR
CR Bard Inc.
BCR
+$5.57M
5
ABT icon
Abbott
ABT
+$4.77M

Sector Composition

1 Financials 15.28%
2 Technology 13.83%
3 Industrials 12.7%
4 Healthcare 10.55%
5 Energy 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-5,125
177
– –
-11,208
178
– –
-175,619
179
– –
-3,000
180
– –
-41,390
181
– –
-11,250
182
– –
-23,118
183
– –
-16,610
184
– –
-448,398
185
– –
-25,450
186
– –
-87,765
187
– –
-16,821
4 5 6 7
8