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
51
$8.38M 0.78%
63,335
+29,128
52
$8.19M 0.76%
240,388
+10,778
53
$7.75M 0.72%
153,508
-101,974
54
$7.44M 0.69%
158,420
-1,825
55
$7.28M 0.67%
265,423
+13,140
56
$7.27M 0.67%
43,580
+16,240
57
$7.07M 0.65%
97,610
+7,202
58
$6.91M 0.64%
301,819
+27,508
59
$6.7M 0.62%
51,872
+2,831
60
$6.11M 0.57%
312,510
-59,835
61
$5.6M 0.52%
11,792
+37
62
$5.58M 0.52%
+101,741
63
$5.53M 0.51%
68,555
-2,207
64
$5.21M 0.48%
88,089
+48,732
65
$5.08M 0.47%
82,962
+127
66
$4.68M 0.43%
13,923
+13,138
67
$3.92M 0.36%
15,167
-589
68
$3.84M 0.36%
15,571
+227
69
$3.81M 0.35%
37,486
+16,515
70
$3.63M 0.34%
20,973
-520
71
$3.23M 0.3%
19,989
+20
72
$3.16M 0.29%
21,820
+240
73
$2.95M 0.27%
9,803
-127
74
$2.89M 0.27%
51,614
+575
75
$2.86M 0.27%
+191,871
1 2
3
4 5