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
$476M
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$3.48M
3
+$3.22M
4
AXP icon
American Express
AXP
+$1.94M
5
ABT icon
Abbott
ABT
+$1.79M

Top Sells

1
+$8.35M
2
+$3.57M
3
+$2.66M
4
AMGN icon
Amgen
AMGN
+$2.05M
5
C icon
Citigroup
C
+$1.82M

Sector Composition

1 Financials 14.77%
2 Healthcare 14.05%
3 Technology 13.4%
4 Industrials 10.89%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 3.94%
91,915
-520
2
$16.8M 3.53%
130,309
+4,574
3
$15.3M 3.22%
150,733
+3,794
4
$15.3M 3.2%
386,788
+7,204
5
$13.2M 2.77%
425,265
-24,720
6
$13.1M 2.74%
180,435
+24,689
7
$12.7M 2.66%
211,383
-13,974
8
$11.3M 2.37%
240,284
+807
9
$11.2M 2.36%
251,158
-6,842
10
$11.2M 2.34%
213,562
-6,740
11
$9.81M 2.06%
30,427
-124
12
$9.39M 1.97%
207,969
+23,572
13
$9.24M 1.94%
14,825
-65
14
$8.55M 1.8%
34,321
+645
15
$8.49M 1.78%
59,856
-1,400
16
$8.04M 1.69%
171,116
-14,985
17
$7.94M 1.67%
157,707
-6,014
18
$7.92M 1.66%
118,139
+7,012
19
$7.74M 1.63%
227,171
+34,344
20
$7.16M 1.5%
32,563
+14,657
21
$7.07M 1.49%
103,460
+575
22
$7.03M 1.48%
210,011
-12,639
23
$6.99M 1.47%
52,890
-3,805
24
$6.64M 1.4%
127,559
-34,920
25
$6.22M 1.31%
124,680
-19,975
1
2 3 4 5