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
101
$1.72M 0.26%
25,498
-5,630
102
$1.7M 0.26%
36,802
-8,539
103
$1.68M 0.26%
14,407
-8,296
104
$1.57M 0.24%
114,213
+6,028
105
$1.48M 0.23%
38,533
-1,840
106
$1.48M 0.23%
93,601
+2,604
107
$1.42M 0.22%
37,470
+1,032
108
$1.4M 0.22%
64,443
-19,015
109
$1.4M 0.21%
39,505
+870
110
$1.39M 0.21%
+71,461
111
$1.38M 0.21%
65,584
-59,733
112
$1.36M 0.21%
27,177
+1,127
113
$1.36M 0.21%
70,623
+8,523
114
$1.35M 0.21%
10,719
+285
115
$1.34M 0.21%
28,890
+3,250
116
$1.32M 0.2%
72,578
-67,740
117
$1.3M 0.2%
17,521
+310
118
$1.3M 0.2%
11,650
+200
119
$1.22M 0.19%
145,412
-105,207
120
$1.22M 0.19%
25,479
121
$1.2M 0.18%
25,068
+202
122
$1.15M 0.18%
49,431
+17,658
123
$1.13M 0.17%
57,892
+41
124
$1.08M 0.17%
41,330
125
$1.06M 0.16%
16,250
3 4
5
6 7