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
51
$3.37M 0.63%
53,616
52
$3.23M 0.6%
29,341
-1,380
53
$3.19M 0.6%
+30,907
54
$3.15M 0.59%
19,079
-132
55
$3.13M 0.58%
82,327
-5,488
56
$3.06M 0.57%
56,567
-2,985
57
$3.01M 0.56%
11,694
-165
58
$3M 0.56%
51,520
+320
59
$2.97M 0.55%
13,230
-147
60
$2.89M 0.54%
45,396
-1,528
61
$2.87M 0.54%
17,218
-375
62
$2.74M 0.51%
31,893
-2,184
63
$2.63M 0.49%
23,089
-3,313
64
$2.38M 0.44%
14,414
65
$2.34M 0.44%
28,022
-1,795
66
$2.25M 0.42%
18,725
-1,207
67
$2.21M 0.41%
28,513
-26
68
$2.19M 0.41%
43,420
+6,760
69
$2.18M 0.41%
44,226
-149,324
70
$2.15M 0.4%
21,550
-860
71
$2.02M 0.38%
45,732
-27,173
72
$2M 0.37%
95,800
73
$1.94M 0.36%
30,829
-355
74
$1.81M 0.34%
26,283
-1,050
75
$1.8M 0.34%
13,191
-374
1 2
3
4 5