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
$931M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$52.5M
2
+$7.77M
3
+$5.57M
4
MTCH icon
Match Group
MTCH
+$5.37M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.74M

Top Sells

1
+$42.2M
2
+$7.24M
3
+$6.36M
4
DKNG icon
DraftKings
DKNG
+$5.53M
5
BX icon
Blackstone
BX
+$3.47M

Sector Composition

1 Technology 20.35%
2 Financials 11.13%
3 Healthcare 8.74%
4 Industrials 7.52%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 1.23%
121,587
+19,095
27
$11.3M 1.21%
126,202
+4,862
28
$11M 1.18%
87,463
+3,485
29
$10.9M 1.17%
1,075,385
+44,562
30
$10.9M 1.17%
62,703
+2,413
31
$10.9M 1.17%
66,345
+2,787
32
$10.9M 1.16%
252,284
+17,832
33
$10.7M 1.15%
109,303
+4,997
34
$10.6M 1.14%
158,421
+9,012
35
$10.4M 1.12%
30,276
+1,454
36
$10.3M 1.1%
144,679
+4,225
37
$9.98M 1.07%
184,771
+6,104
38
$9.53M 1.02%
64,951
+3,003
39
$9.43M 1.01%
84,429
-10,686
40
$9.33M 1%
457,447
+18,258
41
$9.2M 0.99%
131,427
+7,287
42
$9.02M 0.97%
69,954
+2,833
43
$8.96M 0.96%
17,392
-329
44
$8.86M 0.95%
45,806
+2,133
45
$8.62M 0.93%
26,252
+13
46
$8.57M 0.92%
49,041
+1,610
47
$8.49M 0.91%
160,245
+8,210
48
$8.32M 0.89%
34,703
+1,364
49
$7.95M 0.85%
99,576
+3,036
50
$7.77M 0.83%
+168,006
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