GIA
Granite Investment Advisors Portfolio holdings
AUM
$618M
1-Year Est. Return
31.32%
1 Year Est. Return
+31.32%
AUM
$639M
AUM Growth
+$41.2M
(+6.9%)
Holding
197
Top Buys
| 1 | +$7.11M | |
| 2 | +$6.67M | |
| 3 | +$4.22M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.67M |
| 5 |
Kinder Morgan
KMI
|
+$3.32M |
Top Sells
| 1 | +$9.08M | |
| 2 | +$8.6M | |
| 3 | +$4.04M | |
| 4 |
Walmart
WMT
|
+$3.62M |
| 5 |
Booking.com
BKNG
|
+$3.41M |
Sector Composition
| 1 | Technology | 17.55% |
| 2 | Financials | 14.65% |
| 3 | Healthcare | 11.9% |
| 4 | Industrials | 11.78% |
| 5 | Consumer Discretionary | 8.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Vanguard Dividend Appreciation ETF
VIG
$98.6B
| $200K | 0.03% |
+1,295
|
|
||
|
177
Booking.com
BKNG
$167B
| – | – |
-1,462
|
|
||
|
STEX
178
Streamex Corp
STEX
$189M
| – | – |
-5,660
|
|
||
179
Citigroup
C
$178B
| – | – |
-3,125
|
|
||
|
CGC
180
Canopy Growth
CGC
$434M
| – | – |
-717
|
|
||
181
Cytokinetics
CYTK
$7.1B
| – | – |
-16,500
|
|
||
182
Lumentum
LITE
$11.4B
| – | – |
-2,275
|
|
||
183
Southwest Airlines
LUV
$18.1B
| – | – |
-148,776
|
|
||
|
MCI
184
Barings Corporate Investors
MCI
$415M
| – | – |
-11,010
|
|
||
185
Ferrari
RACE
$70.8B
| – | – |
-10,700
|
|
||
186
Southern Company
SO
$107B
| – | – |
-3,233
|
|
||
187
Steel Dynamics
STLD
$21.5B
| – | – |
-5,610
|
|
||
188
Sysco
SYY
$38.2B
| – | – |
-109,233
|
|