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
$463M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$276K
3
+$240K
4
AMGN icon
Amgen
AMGN
+$240K
5
CVS icon
CVS Health
CVS
+$215K

Top Sells

1
+$6.41M
2
+$1.37M
3
+$1.16M
4
UNH icon
UnitedHealth
UNH
+$1.05M
5
GM icon
General Motors
GM
+$1.05M

Sector Composition

1 Financials 20.43%
2 Consumer Discretionary 15.09%
3 Healthcare 11.33%
4 Energy 10.73%
5 Industrials 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.7M 3.81%
432,079
-25,721
2
$15.3M 3.3%
764,120
-35,840
3
$15.3M 3.3%
112,100
-8,470
4
$15.2M 3.29%
106,020
-9,525
5
$15.1M 3.25%
148,802
-2,683
6
$14M 3.01%
267,990
-16,965
7
$13.9M 3.01%
117,650
-5,530
8
$13.5M 2.92%
265,155
-14,900
9
$13.3M 2.87%
128,812
-6,625
10
$13.1M 2.82%
226,055
-11,930
11
$13M 2.8%
241,696
-12,360
12
$12.6M 2.73%
157,400
-8,620
13
$12.4M 2.68%
478,326
-31,590
14
$12.3M 2.66%
163,780
-13,970
15
$12.2M 2.64%
164,640
-9,945
16
$12.1M 2.6%
322,290
-15,795
17
$12M 2.59%
131,107
-6,270
18
$12M 2.59%
132,080
-7,150
19
$11.3M 2.43%
131,148
-7,040
20
$11M 2.38%
491,937
-25,375
21
$10.8M 2.33%
60,790
-3,265
22
$10.8M 2.32%
26,900
-1,165
23
$10.6M 2.29%
270,155
-15,645
24
$10.5M 2.27%
401,025
-15,780
25
$9.9M 2.14%
176,425
-8,020
1
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