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
$532M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$2.11M
3
+$1.99M
4
PYPL icon
PayPal
PYPL
+$1.59M
5
TMUS icon
T-Mobile US
TMUS
+$1.55M

Top Sells

1
+$5.79M
2
+$3.12M
3
+$3.01M
4
UNH icon
UnitedHealth
UNH
+$2.24M
5
FDX icon
FedEx
FDX
+$1.62M

Sector Composition

1 Financials 15.61%
2 Technology 14.24%
3 Healthcare 13.69%
4 Industrials 10.8%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.2M 3.61%
90,006
-1,219
2
$18.9M 3.56%
382,004
+1,416
3
$15.4M 2.9%
110,653
-8,273
4
$15.4M 2.89%
114,851
+3,234
5
$14.7M 2.77%
400,296
-4,500
6
$13.9M 2.61%
262,753
+20,664
7
$13.3M 2.51%
202,916
-5,502
8
$13.1M 2.47%
156,105
-1,583
9
$12.4M 2.33%
199,751
-4,312
10
$10.9M 2.06%
192,035
-11,674
11
$10.6M 1.99%
29,134
-1,075
12
$9.67M 1.82%
14,201
-350
13
$9.62M 1.81%
120,380
+24,885
14
$9.54M 1.79%
55,374
-645
15
$9.51M 1.79%
224,903
-2,589
16
$9.35M 1.76%
114,128
+982
17
$9.01M 1.69%
128,641
+1,383
18
$8.7M 1.64%
343,687
+926
19
$8.67M 1.63%
49,644
-1,039
20
$8.21M 1.54%
33,384
+548
21
$8.11M 1.53%
210,527
-2,892
22
$8.03M 1.51%
167,746
-65,195
23
$7.14M 1.34%
85,682
-427
24
$7.09M 1.33%
139,229
-11,172
25
$6.18M 1.16%
47,413
-132
1
2 3 4 5