GC

Gratus Capital Portfolio holdings

AUM $2.48B
1-Year Est. Return 32.66%
This Quarter Est. Return
1 Year Est. Return
+32.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$14.6M
3
+$12.4M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$12.2M
5
AMD icon
Advanced Micro Devices
AMD
+$11.9M

Top Sells

1
+$14.7M
2
+$12.1M
3
+$11.8M
4
DT icon
Dynatrace
DT
+$9.27M
5
MODG icon
Topgolf Callaway Brands
MODG
+$6.76M

Sector Composition

1 Technology 18.89%
2 Industrials 10.35%
3 Healthcare 8.43%
4 Energy 7.42%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-8,745
229
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232
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-67,311
233
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236
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-4,984
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-53,017
239
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-1,323,598
6 7 8 9
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