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
$520M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$5.28M
3
+$2.83M
4
CRM icon
Salesforce
CRM
+$2.52M
5
PG icon
Procter & Gamble
PG
+$2.42M

Top Sells

1
+$6.02M
2
+$4.61M
3
+$3.38M
4
IFF icon
International Flavors & Fragrances
IFF
+$2.14M
5
HSY icon
Hershey
HSY
+$1.83M

Sector Composition

1 Financials 15.53%
2 Healthcare 14.14%
3 Technology 14.09%
4 Industrials 11.11%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.3M 3.53%
91,225
-690
2
$18.1M 3.48%
380,588
-6,200
3
$16.6M 3.2%
118,926
-11,383
4
$13.3M 2.56%
208,418
-2,965
5
$13.2M 2.53%
111,617
-39,116
6
$13.2M 2.53%
404,796
-20,469
7
$12.9M 2.48%
242,089
-9,069
8
$12.6M 2.43%
157,688
-22,747
9
$12.5M 2.41%
232,941
-7,343
10
$11.8M 2.27%
204,063
-9,499
11
$11.5M 2.22%
30,209
-218
12
$10.9M 2.1%
203,709
-4,260
13
$9.18M 1.77%
113,146
-4,993
14
$9.16M 1.76%
56,019
-3,837
15
$9.1M 1.75%
227,492
+321
16
$8.91M 1.71%
14,551
-274
17
$8.12M 1.56%
342,761
+119,356
18
$8.07M 1.55%
32,656
-1,665
19
$8.05M 1.55%
50,683
-2,207
20
$8M 1.54%
32,836
+273
21
$7.92M 1.52%
127,258
-301
22
$7.92M 1.52%
213,419
+3,408
23
$7.66M 1.47%
150,401
-7,306
24
$6.94M 1.33%
86,109
+985
25
$6.88M 1.32%
95,495
+1,970
1
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