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
$2.05B
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$19M
3
+$18.3M
4
EVR icon
Evercore
EVR
+$17.5M
5
ANF icon
Abercrombie & Fitch
ANF
+$16.2M

Top Sells

1
+$20.6M
2
+$17.7M
3
+$15.1M
4
SHOP icon
Shopify
SHOP
+$14.2M
5
INSP icon
Inspire Medical Systems
INSP
+$12M

Sector Composition

1 Industrials 28.47%
2 Technology 21.81%
3 Healthcare 14.29%
4 Financials 11.4%
5 Consumer Discretionary 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
201
Philip Morris
PM
$245B
$1.17M 0.06%
6,399
CL icon
202
Colgate-Palmolive
CL
$63B
$1.09M 0.05%
11,961
PAYX icon
203
Paychex
PAYX
$44.8B
$1.06M 0.05%
7,298
NUE icon
204
Nucor
NUE
$31.8B
$1.04M 0.05%
8,055
EMR icon
205
Emerson Electric
EMR
$74.7B
$1.04M 0.05%
7,800
DCI icon
206
Donaldson
DCI
$9.64B
$988K 0.05%
14,250
VLTO icon
207
Veralto
VLTO
$26B
$932K 0.05%
9,237
-1,299
HON icon
208
Honeywell
HON
$137B
$918K 0.04%
3,941
PANW icon
209
Palo Alto Networks
PANW
$147B
$776K 0.04%
3,791
-25
MA icon
210
Mastercard
MA
$519B
$760K 0.04%
1,353
SCHF icon
211
Schwab International Equity ETF
SCHF
$52.8B
$717K 0.04%
32,423
+2
MMM icon
212
3M
MMM
$89.5B
$676K 0.03%
4,439
FTV icon
213
Fortive
FTV
$16.7B
$619K 0.03%
11,865
MRK icon
214
Merck
MRK
$219B
$532K 0.03%
6,725
HYT icon
215
BlackRock Corporate High Yield Fund
HYT
$1.52B
$525K 0.03%
53,839
+1,076
GLOB icon
216
Globant
GLOB
$2.63B
$517K 0.03%
5,692
-691
GIS icon
217
General Mills
GIS
$25.3B
$506K 0.02%
9,770
AMTM
218
Amentum Holdings
AMTM
$5.49B
$472K 0.02%
19,973
-80
ITW icon
219
Illinois Tool Works
ITW
$71.6B
$470K 0.02%
1,900
SYY icon
220
Sysco
SYY
$37B
$454K 0.02%
6,000
KO icon
221
Coca-Cola
KO
$300B
$445K 0.02%
6,291
ISRG icon
222
Intuitive Surgical
ISRG
$194B
$433K 0.02%
796
+28
LMT icon
223
Lockheed Martin
LMT
$112B
$431K 0.02%
930
DSL
224
DoubleLine Income Solutions Fund
DSL
$1.35B
$406K 0.02%
33,193
+772
MGM icon
225
MGM Resorts International
MGM
$8.93B
$395K 0.02%
11,500
-1,947
7 8
9
10 11