GIP

Granite Investment Partners Portfolio holdings

AUM $1.69B
1-Year Est. Return 27.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
-$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.9M
3
+$9.07M
4
EXPO icon
Exponent
EXPO
+$8.91M
5
APLS icon
Apellis Pharmaceuticals
APLS
+$7.67M

Top Sells

1
+$20.1M
2
+$16.7M
3
+$10.9M
4
GENI icon
Genius Sports
GENI
+$9.96M
5
TREX icon
Trex
TREX
+$8.62M

Sector Composition

1 Industrials 26.17%
2 Technology 25.19%
3 Healthcare 15.22%
4 Financials 10.42%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMTM
201
Amentum Holdings
AMTM
$7.32B
$384K 0.02%
13,248
-1,510
IONS icon
202
Ionis Pharmaceuticals
IONS
$12.2B
$380K 0.02%
4,806
-23,227
ISRG icon
203
Intuitive Surgical
ISRG
$174B
$378K 0.02%
668
-128
TSLA icon
204
Tesla
TSLA
$1.5T
$371K 0.02%
824
FCX icon
205
Freeport-McMoran
FCX
$86.9B
$357K 0.02%
7,032
-1,810
SCHA icon
206
Schwab U.S Small- Cap ETF
SCHA
$20B
$347K 0.02%
12,169
+1
RAL
207
Ralliant Corp
RAL
$4.99B
$345K 0.02%
6,782
-2,755
SRCE icon
208
1st Source
SRCE
$1.64B
$337K 0.02%
5,392
-26,257
BAC icon
209
Bank of America
BAC
$344B
$337K 0.02%
6,125
CFR icon
210
Cullen/Frost Bankers
CFR
$8.55B
$327K 0.02%
2,579
-13,020
SHEL icon
211
Shell
SHEL
$241B
$320K 0.02%
4,358
NUE icon
212
Nucor
NUE
$38.4B
$312K 0.02%
1,911
-1,058
IJH icon
213
iShares Core S&P Mid-Cap ETF
IJH
$108B
$301K 0.02%
4,555
PCOR icon
214
Procore
PCOR
$8.85B
$299K 0.02%
4,110
-19,873
AVAV icon
215
AeroVironment
AVAV
$11.3B
$288K 0.02%
1,191
-4,078
SPXC icon
216
SPX Corp
SPXC
$10.2B
$265K 0.02%
1,327
-8,587
CNM icon
217
Core & Main
CNM
$9.41B
$265K 0.02%
5,103
-25,832
JAZZ icon
218
Jazz Pharmaceuticals
JAZZ
$11.2B
$263K 0.02%
1,545
-7,630
SARO
219
StandardAero Inc
SARO
$9.6B
$260K 0.02%
+9,058
WING icon
220
Wingstop
WING
$6.3B
$259K 0.02%
1,085
-3,661
NEE icon
221
NextEra Energy
NEE
$192B
$257K 0.02%
3,200
VBK icon
222
Vanguard Small-Cap Growth ETF
VBK
$20.7B
$249K 0.01%
+823
ANET icon
223
Arista Networks
ANET
$172B
$238K 0.01%
1,818
+340
BIRK icon
224
Birkenstock
BIRK
$7.01B
$235K 0.01%
+5,740
INTC icon
225
Intel
INTC
$228B
$213K 0.01%
+5,764
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9
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