GIM

Granahan Investment Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 41.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.46B
AUM Growth
+$1.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$40.4M
3
+$39.8M
4
MSP
Datto Holding Corp.
MSP
+$35.7M
5
VIEW
View, Inc. Class A Common Stock
VIEW
+$29.6M

Top Sells

1
+$50.1M
2
+$41.3M
3
+$33.7M
4
PCTY icon
Paylocity
PCTY
+$31M
5
SAH icon
Sonic Automotive
SAH
+$25.4M

Sector Composition

1 Technology 38.6%
2 Healthcare 16.36%
3 Industrials 13.09%
4 Consumer Discretionary 9.99%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-288,453
202
– –
-44,625
203
– –
-30,291
204
– –
-25,669
205
– –
-1,969,192
206
– –
-585,444
207
– –
-293,902
208
– –
-179,141
5 6 7 8
9