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
201
$431K 0.07%
25,670
202
$424K 0.07%
14,593
203
$422K 0.06%
27,879
204
$420K 0.06%
42,552
205
$413K 0.06%
81,739
206
$412K 0.06%
191,680
207
$408K 0.06%
56,143
208
$407K 0.06%
16,167
209
$404K 0.06%
15,606
210
$401K 0.06%
110,695
211
$397K 0.06%
46,463
212
$395K 0.06%
45,552
213
$393K 0.06%
33,245
214
$390K 0.06%
20,015
215
$381K 0.06%
29,615
216
$378K 0.06%
22,684
217
$378K 0.06%
30,910
218
$370K 0.06%
4,348
219
$361K 0.06%
3,449
220
$360K 0.06%
10,190
-270
221
$358K 0.06%
122,640
222
$337K 0.05%
13,400
-284,327
223
$336K 0.05%
25,080
224
$332K 0.05%
4,000
225
$330K 0.05%
5,751
7 8
9
10 11