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
126
$1.06M 0.16%
29,325
-2,670
127
$1.05M 0.16%
46,393
128
$1.02M 0.16%
20,050
129
$1.02M 0.16%
18,255
+215
130
$1M 0.15%
10,596
131
$980K 0.15%
10,800
132
$950K 0.15%
81,492
133
$939K 0.14%
18,820
134
$904K 0.14%
45,316
-62,742
135
$891K 0.14%
12,618
-210
136
$877K 0.13%
11,214
+9
137
$861K 0.13%
8,869
+750
138
$855K 0.13%
30,584
-25,188
139
$851K 0.13%
7,400
140
$794K 0.12%
53,280
+9,240
141
$787K 0.12%
16,151
142
$779K 0.12%
9,260
143
$751K 0.12%
80,934
144
$743K 0.11%
6,510
145
$740K 0.11%
17,560
146
$704K 0.11%
14,200
-200
147
$702K 0.11%
4,880
-500
148
$695K 0.11%
8,270
-56,516
149
$682K 0.1%
8,600
150
$678K 0.1%
11,811
4 5
6
7 8