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
51
$3.87M 0.6%
78,810
+501
52
$3.79M 0.58%
61,491
-211
53
$3.79M 0.58%
71,690
-4,890
54
$3.68M 0.57%
90,872
+7,690
55
$3.42M 0.53%
+149,252
56
$3.41M 0.53%
44,690
57
$3.38M 0.52%
148,961
+22,303
58
$3.36M 0.52%
87,733
-78,952
59
$3.21M 0.49%
36,809
-100
60
$3.13M 0.48%
94,884
+7,465
61
$3.1M 0.48%
130,860
-28,988
62
$3.05M 0.47%
58,588
-59,231
63
$3.03M 0.47%
126,694
+72,219
64
$3.02M 0.46%
137,334
-30,085
65
$2.96M 0.46%
68,420
-17,316
66
$2.94M 0.45%
82,400
67
$2.84M 0.44%
182,017
-41,523
68
$2.81M 0.43%
102,868
-42,586
69
$2.77M 0.43%
67,450
+1,000
70
$2.76M 0.42%
101,098
+13,420
71
$2.71M 0.42%
55,117
-2,871
72
$2.63M 0.4%
497,324
+254,171
73
$2.61M 0.4%
9,473
-296
74
$2.59M 0.4%
87,508
-38,998
75
$2.58M 0.4%
31,305
+186
1 2
3
4 5