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
151
$671K 0.1%
40,850
152
$669K 0.1%
11,440
+210
153
$658K 0.1%
4,899
154
$641K 0.1%
27,656
155
$640K 0.1%
48,519
+2,099
156
$636K 0.1%
7,300
157
$633K 0.1%
11,899
+361
158
$633K 0.1%
81,017
+2,586
159
$631K 0.1%
13,860
+300
160
$629K 0.1%
30,875
161
$627K 0.1%
+76,224
162
$622K 0.1%
16,200
163
$618K 0.1%
11,201
-2,376
164
$617K 0.09%
34,999
165
$611K 0.09%
30,263
166
$610K 0.09%
15,136
167
$605K 0.09%
38,120
168
$602K 0.09%
32,530
169
$595K 0.09%
182,089
170
$562K 0.09%
8,500
+200
171
$553K 0.09%
+26,496
172
$549K 0.08%
7,997
+415
173
$545K 0.08%
21,103
174
$544K 0.08%
30,507
+1,542
175
$540K 0.08%
35,000
+15,000
5 6
7
8 9