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
76
$1.7M 0.32%
56,352
-1,138
77
$1.69M 0.32%
14,148
-400
78
$1.6M 0.3%
1,755
-213
79
$1.55M 0.29%
85,258
-2,195
80
$1.52M 0.28%
6,401
81
$1.51M 0.28%
152,128
-1,314,360
82
$1.51M 0.28%
11,671
-1,922
83
$1.49M 0.28%
22,411
-3,699
84
$1.48M 0.28%
31,079
-3,246
85
$1.48M 0.28%
5,716
-224
86
$1.47M 0.27%
10,550
87
$1.44M 0.27%
41,662
-5,555
88
$1.42M 0.26%
13,580
89
$1.39M 0.26%
36,654
-2,301
90
$1.32M 0.25%
42,974
+28,128
91
$1.28M 0.24%
3,400
92
$1.25M 0.23%
13,374
-2,219
93
$1.23M 0.23%
11,578
-126
94
$1.16M 0.22%
56,475
-3,520
95
$1.16M 0.22%
17,173
-500
96
$1.15M 0.22%
9,023
-10
97
$1.14M 0.21%
5,604
-138
98
$1.1M 0.21%
59,405
-27,370
99
$1.09M 0.2%
51,207
-3,248
100
$977K 0.18%
3,228
2 3
4
5 6