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
$545M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$9.24M
3
+$8.17M
4
BNS icon
Scotiabank
BNS
+$7.42M
5
FDX icon
FedEx
FDX
+$6.24M

Top Sells

1
+$10.1M
2
+$8.88M
3
+$6.8M
4
BCR
CR Bard Inc.
BCR
+$5.57M
5
ABT icon
Abbott
ABT
+$4.75M

Sector Composition

1 Financials 15.28%
2 Technology 13.83%
3 Industrials 12.7%
4 Healthcare 10.55%
5 Energy 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.9M 3.46%
94,570
-11,068
2
$16.8M 3.08%
131,164
+29,466
3
$16.5M 3.03%
393,652
-4,416
4
$14.7M 2.7%
224,281
+17,813
5
$14M 2.56%
152,931
+2,973
6
$13.8M 2.53%
464,499
+61,035
7
$13.4M 2.46%
241,535
-7,457
8
$13.4M 2.45%
91,202
+10,634
9
$12.8M 2.34%
244,926
+184,936
10
$11.5M 2.1%
34,962
-1,218
11
$11.1M 2.04%
179,961
+120,185
12
$10M 1.83%
166,819
-79,215
13
$9.36M 1.72%
138,618
-19,343
14
$9.34M 1.71%
15,202
-3,227
15
$9.28M 1.7%
227,612
+70,058
16
$9.24M 1.7%
+195,551
17
$8.94M 1.64%
112,930
-286
18
$8.82M 1.62%
134,467
+36,041
19
$8.67M 1.59%
238,594
+44,958
20
$8.61M 1.58%
63,581
+34,423
21
$8.52M 1.56%
316,448
+7,576
22
$8.37M 1.54%
183,007
-72,164
23
$8.17M 1.5%
+102,221
24
$8.06M 1.48%
58,176
+137
25
$7.37M 1.35%
334,985
+39,750
1
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