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
$1.08B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$17.5M
3
+$9.09M
4
APAM icon
Artisan Partners
APAM
+$8.62M
5
UBER icon
Uber
UBER
+$8.4M

Top Sells

1
+$23.9M
2
+$10.6M
3
+$8.32M
4
T icon
AT&T
T
+$8.14M
5
MMM icon
3M
MMM
+$7.29M

Sector Composition

1 Technology 24.37%
2 Financials 12.06%
3 Healthcare 8.87%
4 Industrials 6.46%
5 Energy 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.5M 1.25%
58,213
+2,197
27
$13.4M 1.24%
97,570
+4,230
28
$13.3M 1.23%
130,279
+4,077
29
$13.2M 1.22%
72,304
+2,350
30
$12.2M 1.13%
29,338
+3,086
31
$11.9M 1.1%
113,555
+4,252
32
$11.8M 1.09%
127,848
+6,261
33
$11.6M 1.07%
1,121,168
+45,783
34
$11.1M 1.03%
31,340
+1,064
35
$11M 1.02%
69,400
+3,055
36
$10.8M 1%
47,411
+1,605
37
$10.4M 0.97%
87,313
+2,884
38
$10.1M 0.93%
16,947
-445
39
$9.97M 0.92%
137,586
+6,159
40
$9.97M 0.92%
191,882
+7,111
41
$9.95M 0.92%
30,950
+1,333
42
$9.66M 0.89%
104,136
+4,560
43
$9.4M 0.87%
90,865
+3,402
44
$9.19M 0.85%
51,760
+2,690
45
$9.18M 0.85%
152,083
+7,404
46
$9.09M 0.84%
+73,811
47
$9.02M 0.84%
30,165
+8,707
48
$8.62M 0.8%
+181,025
49
$8.45M 0.78%
176,196
+8,190
50
$8.4M 0.78%
+200,241
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