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
$939M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$14.8M
3
+$9.85M
4
EGLE
Eagle Bulk Shipping Inc.
EGLE
+$9.66M
5
EW icon
Edwards Lifesciences
EW
+$9.16M

Top Sells

1
+$13.2M
2
+$12.1M
3
+$11.3M
4
WMB icon
Williams Companies
WMB
+$8.56M
5
IP icon
International Paper
IP
+$7.22M

Sector Composition

1 Technology 19.6%
2 Healthcare 11.34%
3 Energy 10.84%
4 Industrials 10.68%
5 Financials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.89M 0.73%
214,077
+23,228
52
$6.79M 0.72%
187,820
+27,998
53
$6.69M 0.71%
93,296
+9,004
54
$6.61M 0.7%
24,744
-645
55
$6.58M 0.7%
40,039
+3,866
56
$6.38M 0.68%
+112,259
57
$6.29M 0.66%
326,344
+30,717
58
$6.17M 0.65%
+51,244
59
$5.51M 0.58%
15,415
+1,180
60
$5.29M 0.56%
422,149
+97,607
61
$5.22M 0.55%
104,377
+12,814
62
$5.13M 0.54%
45,400
-106,999
63
$4.96M 0.52%
98,793
+30,277
64
$4.18M 0.44%
83,545
+16,100
65
$4.15M 0.44%
15,840
-459
66
$3.62M 0.38%
227,427
-16,782
67
$3.58M 0.38%
36,267
+15,236
68
$3.42M 0.36%
57,129
-6,219
69
$3.35M 0.35%
6,637
+4,693
70
$2.95M 0.31%
16,332
-41
71
$2.61M 0.28%
9,752
+44
72
$2.61M 0.28%
19,572
-888
73
$2.6M 0.28%
13,871
-1,136
74
$2.57M 0.27%
238,159
+24,173
75
$2.52M 0.27%
107,291
+11,735
1 2
3
4 5