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
$512M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$2.15M
3
+$2.11M
4
UPS icon
United Parcel Service
UPS
+$2.08M
5
NEE icon
NextEra Energy
NEE
+$1.98M

Top Sells

1
+$6.64M
2
+$3.54M
3
+$2.77M
4
SYK icon
Stryker
SYK
+$2.57M
5
BA icon
Boeing
BA
+$2.48M

Sector Composition

1 Technology 17.73%
2 Healthcare 14.78%
3 Financials 12.2%
4 Industrials 11.7%
5 Consumer Discretionary 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.4M 6.53%
288,558
-30,566
2
$19.1M 3.72%
90,597
-4,345
3
$13.4M 2.63%
63,113
-807
4
$11.3M 2.21%
75,804
-940
5
$10.6M 2.06%
97,003
-1,352
6
$10.3M 2.02%
221,826
+402
7
$10M 1.96%
166,172
+937
8
$9.38M 1.83%
30,086
-100
9
$9.2M 1.8%
165,331
-630
10
$8.97M 1.75%
72,336
-2,924
11
$8.84M 1.73%
148,072
+1,510
12
$8.08M 1.58%
102,111
-7,870
13
$7.86M 1.54%
+31,239
14
$7.8M 1.52%
49,520
+1,340
15
$7.71M 1.51%
66,108
+1,944
16
$7.57M 1.48%
79,991
-1,135
17
$7.39M 1.44%
152,757
+39,702
18
$7.08M 1.38%
328,668
+41,259
19
$6.94M 1.36%
41,852
+188
20
$6.89M 1.35%
149,044
-2,442
21
$6.85M 1.34%
67,101
-1,771
22
$6.35M 1.24%
125,145
-3,626
23
$6.09M 1.19%
11,698
-147
24
$5.83M 1.14%
93,615
+9,065
25
$5.82M 1.14%
155,269
+36,074
1
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