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
$488M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$5.23M
3
+$4.3M
4
HUBB icon
Hubbell
HUBB
+$3.6M
5
WMT icon
Walmart
WMT
+$2.93M

Top Sells

1
+$6.85M
2
+$5.01M
3
+$4.47M
4
DD
Du Pont De Nemours E I
DD
+$4.29M
5
HUB.B
HUBBELL INC CL-B
HUB.B
+$3.39M

Sector Composition

1 Financials 18.33%
2 Industrials 11.35%
3 Consumer Staples 9.97%
4 Healthcare 9.48%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20M 4.1%
194,859
-20,940
2
$18.5M 3.78%
236,723
-12,685
3
$14.7M 3.01%
111,377
-5,135
4
$14.5M 2.97%
335,965
-27,770
5
$14.2M 2.91%
95,057
+35,054
6
$13.4M 2.75%
242,193
-19,675
7
$12.5M 2.56%
201,727
-13,683
8
$12.1M 2.47%
280,621
-36,173
9
$11.2M 2.3%
330,677
-20,590
10
$10.8M 2.22%
22,644
-1,395
11
$10.8M 2.21%
409,752
-20,320
12
$10.6M 2.17%
73,363
-4,674
13
$10.1M 2.06%
234,190
-10,230
14
$10M 2.06%
356,136
-29,122
15
$9.88M 2.03%
190,930
-10,920
16
$9.77M 2%
478,029
+143,355
17
$8.12M 1.67%
453,594
-35,427
18
$8.1M 1.66%
140,541
-22,701
19
$8.06M 1.65%
441,170
-41,940
20
$7.85M 1.61%
234,429
-20,196
21
$7.56M 1.55%
108,698
-7,205
22
$7.34M 1.5%
121,438
-7,231
23
$7.1M 1.45%
273,068
-12,675
24
$6.96M 1.43%
256,190
-7,865
25
$6.89M 1.41%
58,581
-4,631
1
2 3 4 5