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
76
$2.41M 0.37%
20,330
77
$2.36M 0.36%
93,602
-46,405
78
$2.36M 0.36%
266,240
-138,404
79
$2.33M 0.36%
22,215
80
$2.32M 0.36%
103,452
-31,860
81
$2.3M 0.35%
52,760
-42,842
82
$2.28M 0.35%
+26,560
83
$2.24M 0.34%
+83,887
84
$2.17M 0.33%
76,458
-38,977
85
$2.16M 0.33%
40,818
86
$2.1M 0.32%
17,875
+348
87
$2.07M 0.32%
30,697
-12,657
88
$2.03M 0.31%
60,450
-43,319
89
$2.01M 0.31%
54,795
-12,876
90
$2.01M 0.31%
21,249
-4,571
91
$2.01M 0.31%
77,442
+2,315
92
$2M 0.31%
46,412
-25,890
93
$1.98M 0.3%
28,200
94
$1.91M 0.29%
23,417
+215
95
$1.88M 0.29%
5,935
96
$1.84M 0.28%
34,702
+200
97
$1.82M 0.28%
26,166
-25,675
98
$1.81M 0.28%
114,092
-58,054
99
$1.75M 0.27%
48,563
+6,082
100
$1.73M 0.27%
104,776
-2,739
2 3
4
5 6