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
$642M
AUM Growth
-$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.38M
3
+$5.33M
4
SCHW icon
Charles Schwab
SCHW
+$4.14M
5
MCK icon
McKesson
MCK
+$3.96M

Top Sells

1
+$7M
2
+$5.44M
3
+$5.18M
4
WSM icon
Williams-Sonoma
WSM
+$4.07M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.61M

Sector Composition

1 Consumer Discretionary 15.04%
2 Industrials 14.88%
3 Healthcare 14.13%
4 Technology 12.18%
5 Financials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.75M 0.58%
78,894
+84
52
$3.71M 0.58%
87,372
-4,722
53
$3.62M 0.56%
169,492
+38,632
54
$3.6M 0.56%
43,753
-62,870
55
$3.59M 0.56%
87,733
56
$3.58M 0.56%
44,765
+75
57
$3.54M 0.55%
152,694
+49,826
58
$3.48M 0.54%
103,563
+12,691
59
$3.44M 0.54%
85,016
-2,492
60
$3.27M 0.51%
200,131
+18,114
61
$3.01M 0.47%
36,754
-55
62
$2.98M 0.46%
95,794
-57,537
63
$2.9M 0.45%
86,211
-7,391
64
$2.82M 0.44%
137,125
-209
65
$2.74M 0.43%
67,450
66
$2.71M 0.42%
82,400
67
$2.64M 0.41%
116,571
+52,128
68
$2.59M 0.4%
14,060
-10,795
69
$2.54M 0.4%
20,330
70
$2.48M 0.39%
33,663
+8,165
71
$2.41M 0.38%
51,659
-1,101
72
$2.38M 0.37%
134,592
+62,014
73
$2.35M 0.37%
44,911
-23,509
74
$2.27M 0.35%
85,043
-16,055
75
$2.25M 0.35%
55,873
+9,461
1 2
3
4 5