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
$549M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.6M
3
+$3.19M
4
TXN icon
Texas Instruments
TXN
+$2.07M
5
C icon
Citigroup
C
+$1.94M

Top Sells

1
+$5.8M
2
+$3M
3
+$2.44M
4
META icon
Meta Platforms (Facebook)
META
+$2.13M
5
BX icon
Blackstone
BX
+$2.1M

Sector Composition

1 Technology 14.84%
2 Financials 14.3%
3 Industrials 12.04%
4 Energy 10.54%
5 Healthcare 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18M 3.27%
387,960
-5,692
2
$17.5M 3.19%
93,887
-683
3
$16.8M 3.05%
230,620
+6,339
4
$15.9M 2.89%
130,797
-367
5
$14.7M 2.68%
149,033
-3,898
6
$13.4M 2.43%
468,090
+3,591
7
$12.7M 2.32%
229,985
-11,550
8
$12.5M 2.28%
263,078
+35,466
9
$12.3M 2.23%
246,432
+1,506
10
$12.2M 2.23%
91,498
+296
11
$11.3M 2.05%
33,578
-1,384
12
$11.2M 2.04%
167,629
+29,011
13
$10.7M 1.94%
195,959
+408
14
$10.3M 1.88%
180,695
+734
15
$10.3M 1.87%
168,503
+1,684
16
$9.38M 1.71%
65,166
+1,585
17
$9.21M 1.68%
233,819
-4,775
18
$9.16M 1.67%
179,553
+62,608
19
$8.81M 1.61%
111,996
-934
20
$8.71M 1.59%
15,148
-54
21
$8.4M 1.53%
34,225
+476
22
$8.29M 1.51%
188,243
+5,236
23
$8.27M 1.51%
144,252
+9,785
24
$7.95M 1.45%
57,590
-586
25
$7.85M 1.43%
334,035
-950
1
2 3 4 5