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
$1.97B
AUM Growth
-$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$18.4M
3
+$17.8M
4
LMB icon
Limbach Holdings
LMB
+$15M
5
INSP icon
Inspire Medical Systems
INSP
+$14.4M

Top Sells

1
+$28.8M
2
+$28.3M
3
+$27.9M
4
HALO icon
Halozyme
HALO
+$17.8M
5
NARI
Inari Medical, Inc. Common Stock
NARI
+$15.3M

Sector Composition

1 Industrials 28.06%
2 Technology 19.68%
3 Healthcare 17%
4 Financials 11.5%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNP icon
201
Union Pacific
UNP
$128B
$1.26M 0.06%
5,349
PAYX icon
202
Paychex
PAYX
$44.8B
$1.13M 0.06%
7,298
CL icon
203
Colgate-Palmolive
CL
$63B
$1.12M 0.06%
11,961
VLTO icon
204
Veralto
VLTO
$26B
$1.03M 0.05%
10,536
PM icon
205
Philip Morris
PM
$245B
$1.02M 0.05%
6,399
SCHW icon
206
Charles Schwab
SCHW
$171B
$1M 0.05%
12,791
IWM icon
207
iShares Russell 2000 ETF
IWM
$71.6B
$999K 0.05%
5,010
-31,204
NUE icon
208
Nucor
NUE
$31.8B
$969K 0.05%
8,055
-1,424
DCI icon
209
Donaldson
DCI
$9.64B
$956K 0.05%
14,250
GS icon
210
Goldman Sachs
GS
$242B
$920K 0.05%
+1,684
FTV icon
211
Fortive
FTV
$16.7B
$868K 0.04%
11,865
EMR icon
212
Emerson Electric
EMR
$74.7B
$855K 0.04%
7,800
HON icon
213
Honeywell
HON
$137B
$835K 0.04%
3,941
-910
GLOB icon
214
Globant
GLOB
$2.63B
$751K 0.04%
+6,383
MA icon
215
Mastercard
MA
$519B
$742K 0.04%
1,353
MAR icon
216
Marriott International
MAR
$73.7B
$663K 0.03%
2,784
-83
MMM icon
217
3M
MMM
$89.5B
$652K 0.03%
4,439
PANW icon
218
Palo Alto Networks
PANW
$147B
$651K 0.03%
3,816
SCHF icon
219
Schwab International Equity ETF
SCHF
$52.8B
$641K 0.03%
32,421
+8,770
MRK icon
220
Merck
MRK
$219B
$604K 0.03%
6,725
-722
GIS icon
221
General Mills
GIS
$25.3B
$584K 0.03%
9,770
HYT icon
222
BlackRock Corporate High Yield Fund
HYT
$1.52B
$505K 0.03%
52,763
+1,038
ITW icon
223
Illinois Tool Works
ITW
$71.6B
$471K 0.02%
1,900
KO icon
224
Coca-Cola
KO
$300B
$451K 0.02%
6,291
-10
SYY icon
225
Sysco
SYY
$37B
$450K 0.02%
6,000
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