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
$2.17B
AUM Growth
+$408M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Sells

1 +$43.6M
2 +$31.3M
3 +$20.7M
4
EGLE
Eagle Bulk Shipping Inc.
EGLE
+$13.3M
5
EQT icon
EQT Corp
EQT
+$13.1M

Sector Composition

1 Technology 26.97%
2 Financials 7.55%
3 Energy 6.46%
4 Industrials 6.43%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VCR icon
326
Vanguard Consumer Discretionary ETF
VCR
$6.35B
-678
VNQ icon
327
Vanguard Real Estate ETF
VNQ
$34.1B
-33,509
LTHM
328
DELISTED
Livent Corporation
LTHM
-206,468
EGLE
329
DELISTED
Eagle Bulk Shipping Inc.
EGLE
-240,089