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
251
$215K 0.03%
+1,128
252
$213K 0.03%
+4,000
253
$213K 0.03%
17,240
+4,787
254
$210K 0.03%
+2,669
255
$209K 0.03%
5,800
256
$207K 0.03%
11,670
-48
257
$204K 0.03%
+18,489
258
$199K 0.03%
+11,367
259
$170K 0.03%
20,151
+4,426
260
$158K 0.02%
12,108
261
$92K 0.01%
10,777
-192
262
$65K 0.01%
11,817
263
$44K 0.01%
50,147
264
– –
-7,275
265
– –
-12,451
266
– –
-45,283
267
– –
-22,470
268
– –
-51,390
269
– –
-3,116
270
– –
-40,829
271
– –
-24,220
272
– –
-14,063
273
– –
-10,083
274
– –
-103,286
275
– –
-107,715
8 9 10
11
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