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
$551M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$2.37M
3
+$2.01M
4
ORCL icon
Oracle
ORCL
+$1.93M
5
ALX
Alexander's
ALX
+$871K

Top Sells

1
+$6.05M
2
+$4.06M
3
+$3.39M
4
KO icon
Coca-Cola
KO
+$2.71M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.43M

Sector Composition

1 Financials 16.21%
2 Healthcare 14.37%
3 Energy 11.98%
4 Industrials 9.27%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.1M 3.29%
104,885
-8,296
2
$18.1M 3.29%
320,190
-25,299
3
$17.9M 3.25%
135,714
-9,689
4
$16.7M 3.04%
329,228
-22,061
5
$14.6M 2.65%
382,788
-37,076
6
$14.5M 2.64%
555,426
-39,363
7
$14.1M 2.55%
283,405
-21,378
8
$14M 2.55%
254,103
-13,093
9
$13M 2.36%
20,728
-1,845
10
$12.7M 2.31%
249,055
+37,732
11
$12.4M 2.25%
181,812
-15,955
12
$11.9M 2.16%
119,105
-7,877
13
$11.3M 2.06%
190,639
-6,186
14
$10.9M 1.98%
89,236
-9,181
15
$10.8M 1.96%
395,665
-17,148
16
$10.8M 1.95%
302,655
-30,740
17
$10.5M 1.9%
141,351
-11,699
18
$10.4M 1.88%
+131,374
19
$10M 1.82%
47,111
-4,685
20
$9.52M 1.73%
125,603
-7,504
21
$9.42M 1.71%
236,978
-21,172
22
$9.13M 1.66%
113,681
-7,865
23
$8.6M 1.56%
416,484
-19,153
24
$8.52M 1.55%
64,746
-5,035
25
$8.29M 1.51%
49,481
-2,415
1
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