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
$642M
AUM Growth
-$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.38M
3
+$5.33M
4
SCHW icon
Charles Schwab
SCHW
+$4.14M
5
MCK icon
McKesson
MCK
+$3.96M

Top Sells

1
+$7M
2
+$5.44M
3
+$5.18M
4
WSM icon
Williams-Sonoma
WSM
+$4.07M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.61M

Sector Composition

1 Consumer Discretionary 15.04%
2 Industrials 14.88%
3 Healthcare 14.13%
4 Technology 12.18%
5 Financials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$364K 0.06%
25,360
-4,255
202
$363K 0.06%
+60,026
203
$362K 0.06%
10,190
204
$356K 0.06%
22,737
+53
205
$356K 0.06%
9,538
-5,598
206
$351K 0.05%
+39,267
207
$350K 0.05%
+23,418
208
$348K 0.05%
26,850
-4,617
209
$345K 0.05%
+47,611
210
$339K 0.05%
5,751
211
$339K 0.05%
37,046
+2,540
212
$338K 0.05%
+53,224
213
$333K 0.05%
+2,617
214
$333K 0.05%
+35,736
215
$332K 0.05%
4,000
216
$324K 0.05%
93,355
-17,340
217
$322K 0.05%
1,132
-197
218
$320K 0.05%
23,787
-4,092
219
$318K 0.05%
38,871
-6,681
220
$317K 0.05%
5,842
221
$312K 0.05%
39,643
-6,820
222
$303K 0.05%
10,000
223
$303K 0.05%
11,180
-1,924
224
$300K 0.05%
+6,984
225
$287K 0.04%
13,792
-2,375
7 8
9
10 11