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
$1.76B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$29.6M
3
+$19.5M
4
TSLA icon
Tesla
TSLA
+$18.1M
5
BIPC icon
Brookfield Infrastructure
BIPC
+$14.5M

Top Sells

1
+$28.8M
2
+$12.9M
3
+$10.6M
4
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$6.45M
5
EOG icon
EOG Resources
EOG
+$6.09M

Sector Composition

1 Technology 20.81%
2 Industrials 7.37%
3 Healthcare 6.88%
4 Consumer Staples 6.66%
5 Energy 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.1M 0.68%
47,320
-651
52
$11.8M 0.66%
302,462
+11,673
53
$11.7M 0.66%
33,643
+2,080
54
$11.6M 0.66%
50,344
-655
55
$11.6M 0.65%
190,746
-2,060
56
$11.4M 0.64%
171,171
-1,824
57
$10.8M 0.61%
287,055
+277,925
58
$10.7M 0.6%
417,392
-7,144
59
$10.1M 0.57%
167,172
-604
60
$10M 0.56%
159,099
-46,617
61
$9.65M 0.54%
286,226
-9,593
62
$9.59M 0.54%
333,128
-8,370
63
$9.45M 0.53%
97,555
-5,163
64
$9.12M 0.51%
397,571
+104,702
65
$9.03M 0.51%
41,822
-216
66
$8.97M 0.51%
552,370
+70,755
67
$8.95M 0.5%
57,685
+273
68
$8.55M 0.48%
47,905
-232
69
$8.09M 0.46%
359,389
-17
70
$8.02M 0.45%
768,288
+4,923
71
$7.85M 0.44%
109,187
+48,592
72
$7.81M 0.44%
86,261
-1,199
73
$7.65M 0.43%
21,618
+1,916
74
$7.53M 0.42%
453,760
-13,542
75
$7.32M 0.41%
414,965
-1,080
1 2
3
4 5