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
76
$2.23M 0.24%
38,745
-1,280
77
$2.14M 0.23%
20,971
-6,474
78
$2.13M 0.23%
18,797
79
$2.08M 0.22%
3,400
80
$2.06M 0.22%
39,357
+2,016
81
$1.97M 0.21%
3,162
82
$1.9M 0.2%
13,561
-389
83
$1.85M 0.2%
7,023
84
$1.75M 0.19%
36,342
+1,412
85
$1.65M 0.18%
8,579
-50
86
$1.63M 0.18%
8,958
87
$1.49M 0.16%
10,445
88
$1.46M 0.16%
36,960
-6,820
89
$1.45M 0.16%
27,188
-3,733
90
$1.43M 0.15%
42,362
-1,980
91
$1.4M 0.15%
3,546
+710
92
$1.34M 0.14%
28,806
+522
93
$1.32M 0.14%
10,250
94
$1.31M 0.14%
3,052
+91
95
$1.29M 0.14%
7,765
-336
96
$1.27M 0.14%
12,549
-1,380
97
$1.25M 0.13%
6,251
-240
98
$1.22M 0.13%
37,742
-4,856
99
$1.19M 0.13%
7,933
+203
100
$1.15M 0.12%
4,544
2 3
4
5 6