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
$402M
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5.14M
3
+$3.98M
4
LOW icon
Lowe's Companies
LOW
+$3.62M
5
DOV icon
Dover
DOV
+$3.56M

Top Sells

1
+$5.68M
2
+$4.59M
3
+$4.35M
4
TS icon
Tenaris
TS
+$3.56M
5
PARA
Paramount Global Class B
PARA
+$2.95M

Sector Composition

1 Technology 16.92%
2 Healthcare 16.53%
3 Financials 13.94%
4 Industrials 10.16%
5 Consumer Discretionary 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.4M 5.07%
320,208
-32,708
2
$14.8M 3.68%
93,719
-14,246
3
$11.9M 2.97%
65,130
-4,561
4
$10.2M 2.55%
129,715
-2,717
5
$10.2M 2.54%
77,792
-8,449
6
$8.62M 2.15%
227,679
-114,960
7
$8.14M 2.03%
170,333
-41,440
8
$8.13M 2.02%
110,741
+72,776
9
$7.34M 1.83%
76,017
+53,186
10
$7.22M 1.8%
28,952
+9,061
11
$7.17M 1.79%
148,350
+2,049
12
$7.11M 1.77%
131,318
-18,212
13
$7M 1.74%
52,343
-3,959
14
$6.87M 1.71%
123,318
-3,573
15
$6.72M 1.67%
137,903
-5,292
16
$6.71M 1.67%
12,142
-925
17
$6.52M 1.62%
296,257
-12,558
18
$6.3M 1.57%
124,561
-56,007
19
$6.15M 1.53%
83,244
-29,090
20
$5.6M 1.39%
72,059
-2,467
21
$5.55M 1.38%
43,659
-3,567
22
$5.51M 1.37%
168,754
-13,095
23
$5.44M 1.35%
111,675
-7,786
24
$5.35M 1.33%
155,567
-56,314
25
$5.04M 1.26%
62,778
+2,465
1
2 3 4 5