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
$570M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$2.14M
3
+$1.64M
4
HD icon
Home Depot
HD
+$1.58M
5
BDX icon
Becton Dickinson
BDX
+$1.51M

Top Sells

1
+$2.24M
2
+$2.15M
3
+$1.67M
4
BA icon
Boeing
BA
+$1.13M
5
ABT icon
Abbott
ABT
+$936K

Sector Composition

1 Technology 15.26%
2 Financials 14.09%
3 Industrials 12.69%
4 Healthcare 11.73%
5 Energy 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.4M 3.76%
379,584
-8,376
2
$19.8M 3.47%
92,435
-1,452
3
$17.4M 3.05%
125,735
-5,062
4
$16.8M 2.95%
146,939
-2,094
5
$16M 2.81%
225,357
-5,263
6
$14.5M 2.54%
258,000
-5,078
7
$14.1M 2.47%
449,985
-18,105
8
$12.8M 2.25%
88,487
-3,011
9
$12.1M 2.13%
220,302
-9,683
10
$11.7M 2.05%
162,479
-5,150
11
$11.4M 2.01%
155,746
-12,757
12
$11.4M 1.99%
30,551
-3,027
13
$11.3M 1.99%
239,477
-6,955
14
$10.7M 1.89%
186,101
-9,858
15
$9.78M 1.72%
111,127
-869
16
$9.72M 1.71%
14,890
-258
17
$9.51M 1.67%
184,397
-3,846
18
$9.14M 1.6%
37,955
+8,886
19
$9.04M 1.59%
56,695
-895
20
$8.96M 1.57%
33,676
-549
21
$8.7M 1.53%
136,359
-7,893
22
$8.68M 1.52%
61,256
-3,910
23
$8.63M 1.51%
144,655
-36,040
24
$8.56M 1.5%
98,746
-4,500
25
$8.35M 1.47%
163,721
-15,832
1
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