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
$891M
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$13.2M
3
+$11.2M
4
BJ icon
BJs Wholesale Club
BJ
+$11.1M
5
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$8.01M

Top Sells

1
+$56.6M
2
+$11.2M
3
+$9.34M
4
QCOM icon
Qualcomm
QCOM
+$9.29M
5
UBER icon
Uber
UBER
+$8.35M

Sector Composition

1 Technology 18.51%
2 Industrials 10.8%
3 Financials 10.31%
4 Healthcare 9.84%
5 Energy 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.26M 0.25%
14,020
-443
77
$2.19M 0.25%
8,894
-222
78
$2.1M 0.24%
41,424
+28,500
79
$2.08M 0.23%
21,031
-3,780
80
$2.05M 0.23%
8,296
+8
81
$2M 0.22%
13,893
-698
82
$1.95M 0.22%
34,972
-450
83
$1.93M 0.22%
13,324
+2,223
84
$1.82M 0.2%
16,464
85
$1.8M 0.2%
50,139
-1,475
86
$1.73M 0.19%
9,459
+751
87
$1.67M 0.19%
17,575
88
$1.6M 0.18%
14,835
-66
89
$1.55M 0.17%
4,785
+9
90
$1.46M 0.16%
7,332
+544
91
$1.44M 0.16%
39,468
92
$1.38M 0.15%
8,282
+830
93
$1.31M 0.15%
6,251
94
$1.3M 0.15%
15,165
-67,547
95
$1.27M 0.14%
8,271
-100
96
$1.23M 0.14%
30,450
-1,383
97
$1.23M 0.14%
9,950
-300
98
$1.22M 0.14%
5,645
99
$1.19M 0.13%
23,823
-7,843
100
$1.12M 0.13%
9,805
-540
2 3
4
5 6