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
$507M
AUM Growth
-$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.41M
3
+$6.86M
4
BX icon
Blackstone
BX
+$6.86M
5
CTXS
Citrix Systems Inc
CTXS
+$5.93M

Top Sells

1
+$13.1M
2
+$9.68M
3
+$8.94M
4
AMRN
Amarin Corp
AMRN
+$7.41M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$7.36M

Sector Composition

1 Technology 15.71%
2 Healthcare 12.6%
3 Financials 11.36%
4 Industrials 9.63%
5 Consumer Staples 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.86M 1.28%
+150,556
27
$6.81M 1.27%
73,265
-22,759
28
$6.79M 1.27%
479,602
+237,332
29
$6.58M 1.23%
110,635
+23,561
30
$6.2M 1.16%
200,168
+169,680
31
$6.18M 1.15%
260,792
+23,395
32
$6.13M 1.14%
78,610
+14,983
33
$6.05M 1.13%
221,286
+5,232
34
$6.04M 1.13%
89,208
+15,413
35
$6.01M 1.12%
123,404
-6,690
36
$5.93M 1.11%
+41,903
37
$5.88M 1.1%
31,475
-3,578
38
$5.6M 1.04%
189,869
+63,486
39
$5.47M 1.02%
159,090
+9,839
40
$5.3M 0.99%
98,857
+28,593
41
$5.23M 0.98%
308,589
+25,312
42
$5.17M 0.97%
104,131
-13,360
43
$5.07M 0.95%
35,143
-3,058
44
$4.55M 0.85%
+49,776
45
$4.44M 0.83%
24,167
-1,126
46
$4.27M 0.8%
101,482
+12,100
47
$4.26M 0.8%
178,959
+12,962
48
$3.75M 0.7%
6,792
49
$3.4M 0.63%
23,933
-1,180
50
$3.38M 0.63%
34,187
-4,373
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