GIP

Granite Investment Partners Portfolio holdings

AUM $2.05B
1-Year Est. Return 24.71%
This Quarter Est. Return
1 Year Est. Return
+24.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$650M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$5.68M
3
+$5.3M
4
AON icon
Aon
AON
+$4.77M
5
RBA icon
RB Global
RBA
+$3.42M

Top Sells

1
+$7.15M
2
+$5.81M
3
+$4.75M
4
META icon
Meta Platforms (Facebook)
META
+$3.17M
5
C icon
Citigroup
C
+$3.09M

Sector Composition

1 Consumer Discretionary 16.49%
2 Industrials 15.4%
3 Healthcare 11.82%
4 Technology 11.61%
5 Financials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$318K 0.05%
5,842
-1,575
227
$316K 0.05%
27,239
228
$315K 0.05%
13,058
229
$312K 0.05%
19,510
230
$309K 0.05%
7,488
+400
231
$303K 0.05%
150,831
232
$297K 0.05%
+18,944
233
$292K 0.04%
11,139
-1,080
234
$290K 0.04%
+34,506
235
$287K 0.04%
10,161
236
$272K 0.04%
+48,605
237
$266K 0.04%
+6,940
238
$266K 0.04%
10,000
239
$262K 0.04%
3,798
240
$259K 0.04%
16,305
+2,428
241
$245K 0.04%
2,929
242
$245K 0.04%
7,400
-2,500
243
$239K 0.04%
+6,790
244
$235K 0.04%
2,800
245
$229K 0.04%
+1,700
246
$225K 0.03%
+4,294
247
$225K 0.03%
7,031
-2,245
248
$220K 0.03%
13,891
+1,366
249
$219K 0.03%
+5,236
250
$216K 0.03%
+5,351
8 9
10
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