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
$568M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$3.12M
3
+$3.03M
4
CSCO icon
Cisco
CSCO
+$2.86M
5
MA icon
Mastercard
MA
+$2.84M

Top Sells

1
+$8.99M
2
+$6.33M
3
+$4.47M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.21M
5
ABT icon
Abbott
ABT
+$4.16M

Sector Composition

1 Financials 16.11%
2 Healthcare 12.58%
3 Technology 11.88%
4 Energy 10.55%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.9M 3.69%
105,638
+1,442
2
$16.8M 2.96%
398,068
+20,320
3
$14.2M 2.5%
101,698
-30,104
4
$14.1M 2.48%
206,468
-44,864
5
$14M 2.47%
246,034
-72,976
6
$13.8M 2.42%
248,992
-59,941
7
$13.3M 2.34%
403,464
-135,852
8
$12.8M 2.26%
149,958
+8,926
9
$12.1M 2.12%
255,171
+2,435
10
$11.8M 2.08%
80,568
+74,342
11
$11.8M 2.07%
157,961
-26,494
12
$11M 1.93%
18,429
-1,966
13
$10.7M 1.88%
36,180
+7,347
14
$10.1M 1.78%
87,765
-28,287
15
$9.09M 1.6%
113,216
-10,581
16
$9.07M 1.6%
308,872
-78,697
17
$8.88M 1.56%
175,619
-69,719
18
$8.53M 1.5%
58,039
-5,450
19
$7.98M 1.4%
199,226
-32,086
20
$7.94M 1.4%
193,636
-15,534
21
$7.83M 1.38%
295,235
-65,166
22
$7.62M 1.34%
141,934
-46,055
23
$7.44M 1.31%
89,004
-20,953
24
$7.38M 1.3%
33,483
+3,302
25
$7.11M 1.25%
52,498
+14,128
1
2 3 4 5