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
$598M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$6.2M
3
+$6.01M
4
PWR icon
Quanta Services
PWR
+$4.06M
5
LIN icon
Linde
LIN
+$3.48M

Top Sells

1
+$8.33M
2
+$4.49M
3
+$3.99M
4
APD icon
Air Products & Chemicals
APD
+$3.24M
5
LMT icon
Lockheed Martin
LMT
+$2.97M

Sector Composition

1 Technology 16.6%
2 Financials 13.89%
3 Healthcare 12.94%
4 Industrials 12.62%
5 Consumer Discretionary 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33M 5.53%
270,343
+4,502
2
$21.1M 3.54%
89,626
+2,322
3
$16.4M 2.75%
234,255
+88,393
4
$15.3M 2.56%
59,958
-1,235
5
$13.8M 2.31%
74,659
-637
6
$12.7M 2.13%
164,121
+9,766
7
$12.1M 2.02%
73,440
-1,033
8
$11.1M 1.86%
92,667
-1,240
9
$10.8M 1.8%
28,906
-268
10
$10.1M 1.69%
74,552
+130
11
$10M 1.68%
159,164
-1,673
12
$9.75M 1.63%
215,292
-597
13
$9.47M 1.59%
164,877
-2,429
14
$9.08M 1.52%
148,776
-2,816
15
$9.01M 1.51%
67,822
+3,130
16
$8.72M 1.46%
161,137
-2,705
17
$8.6M 1.44%
109,233
-3,246
18
$8.56M 1.43%
30,148
-283
19
$7.86M 1.31%
130,333
+99,703
20
$7.62M 1.27%
40,053
-904
21
$7.5M 1.26%
46,558
+39,085
22
$7.42M 1.24%
47,980
+440
23
$7.36M 1.23%
11,752
-35
24
$7.18M 1.2%
47,152
+344
25
$7.16M 1.2%
74,930
-1,423
1
2 3 4 5