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
26
$7.78M 1.2%
149,255
-5,282
27
$7.41M 1.14%
104,381
28
$7M 1.08%
64,317
-1,467
29
$7M 1.08%
140,005
-2,131
30
$6.75M 1.04%
54,017
-400
31
$6.7M 1.03%
51,532
+390
32
$6.67M 1.03%
211,402
-65,591
33
$6.59M 1.01%
92,051
+9,924
34
$6.34M 0.98%
76,591
-1,903
35
$6.21M 0.95%
66,043
-1,542
36
$5.98M 0.92%
46,868
+17,941
37
$5.96M 0.92%
124,885
-5,994
38
$5.96M 0.92%
159,183
-300
39
$5.83M 0.9%
112,279
40
$5.3M 0.82%
153,331
-10,866
41
$5.3M 0.81%
+32,817
42
$5.25M 0.81%
199,441
-7,080
43
$4.88M 0.75%
86,937
-8,245
44
$4.87M 0.75%
57,638
-1,768
45
$4.77M 0.73%
+56,858
46
$4.55M 0.7%
42,204
47
$4.46M 0.69%
24,855
-262
48
$4.28M 0.66%
35,985
49
$4.09M 0.63%
40,418
-335
50
$4M 0.62%
92,094
+951
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