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
51
$7.77M 0.83%
29,617
+869
52
$7.16M 0.77%
56,725
+1,984
53
$6.97M 0.75%
252,283
+55,313
54
$6.94M 0.75%
49,070
+651
55
$6.74M 0.72%
274,311
+11,308
56
$6.7M 0.72%
372,345
-76,881
57
$6.05M 0.65%
229,610
+84,563
58
$5.86M 0.63%
21,458
+134
59
$5.57M 0.6%
+90,408
60
$5.37M 0.58%
+34,207
61
$5.04M 0.54%
11,755
+8
62
$4.95M 0.53%
70,762
-129
63
$4.87M 0.52%
82,835
+138
64
$4.49M 0.48%
27,340
65
$3.88M 0.42%
38,091
+1,680
66
$3.21M 0.34%
21,493
67
$3.2M 0.34%
15,756
+113
68
$3.17M 0.34%
15,344
-227
69
$2.88M 0.31%
21,580
-520
70
$2.84M 0.3%
9,930
-80
71
$2.74M 0.29%
17,396
-570
72
$2.74M 0.29%
19,969
73
$2.63M 0.28%
51,039
-1,825
74
$2.28M 0.24%
9,506
-85
75
$2.27M 0.24%
9,432
+7
1 2
3
4 5