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
1
$21.5M 3.31%
771,722
-17,345
2
$16.4M 2.52%
157,033
-2,789
3
$16.3M 2.5%
297,565
-57,969
4
$14.9M 2.29%
745,620
-16,100
5
$12.9M 1.99%
232,484
-8,512
6
$12.7M 1.96%
47,288
+3,119
7
$12.5M 1.93%
626,276
-9,128
8
$11.5M 1.77%
128,000
-5,277
9
$11M 1.7%
190,832
+12,528
10
$11M 1.69%
222,912
-3,774
11
$10.7M 1.65%
217,434
-2,930
12
$10.6M 1.64%
234,465
+115
13
$9.73M 1.5%
248,180
+78,920
14
$9.64M 1.48%
116,185
+745
15
$9.22M 1.42%
121,087
+5,259
16
$9.08M 1.4%
+340,987
17
$8.93M 1.37%
106,623
-1,371
18
$8.68M 1.34%
78,172
-2,059
19
$8.6M 1.32%
330,789
-8,641
20
$8.58M 1.32%
33,602
-762
21
$8.55M 1.31%
93,357
+270
22
$8.35M 1.28%
286,590
-20,920
23
$8.35M 1.28%
225,647
-17,276
24
$8.28M 1.27%
210,476
-4,170
25
$8.01M 1.23%
64,709
+45,886
1
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