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
76
$2.68M 0.25%
43,260
+6,300
77
$2.43M 0.23%
18,791
-6
78
$2.36M 0.22%
15,885
-49,066
79
$2.33M 0.22%
9,488
-18
80
$2.26M 0.21%
8,440
-992
81
$2.24M 0.21%
13,672
+111
82
$2.23M 0.21%
16,464
-932
83
$2.15M 0.2%
+956,872
84
$2.07M 0.19%
36,998
+656
85
$2.05M 0.19%
3,402
+2
86
$1.95M 0.18%
2,920
-242
87
$1.88M 0.17%
8,766
-192
88
$1.88M 0.17%
7,023
89
$1.79M 0.17%
7,877
+112
90
$1.78M 0.17%
10,345
-100
91
$1.75M 0.16%
33,988
-464,648
92
$1.74M 0.16%
5,940
+1,396
93
$1.58M 0.15%
8,377
-202
94
$1.54M 0.14%
6,251
95
$1.53M 0.14%
42,842
+480
96
$1.49M 0.14%
3,126
+74
97
$1.47M 0.14%
12,549
98
$1.43M 0.13%
10,250
99
$1.42M 0.13%
27,579
+391
100
$1.39M 0.13%
28,839
+33
2 3
4
5 6