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
$939M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$14.8M
3
+$9.85M
4
EGLE
Eagle Bulk Shipping Inc.
EGLE
+$9.66M
5
EW icon
Edwards Lifesciences
EW
+$9.16M

Top Sells

1
+$13.2M
2
+$12.1M
3
+$11.3M
4
WMB icon
Williams Companies
WMB
+$8.56M
5
IP icon
International Paper
IP
+$7.22M

Sector Composition

1 Technology 19.6%
2 Healthcare 11.34%
3 Energy 10.84%
4 Industrials 10.68%
5 Financials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.5M 0.26%
44,706
+3,112
77
$2.38M 0.25%
+753,190
78
$2.25M 0.24%
20,356
-730
79
$2.22M 0.24%
2,648
-194
80
$1.98M 0.21%
20,593
-647
81
$1.96M 0.21%
8,513
+217
82
$1.95M 0.21%
+78,391
83
$1.94M 0.21%
8,717
-177
84
$1.92M 0.2%
+9,139
85
$1.87M 0.2%
13,812
-208
86
$1.82M 0.19%
12,651
-673
87
$1.78M 0.19%
43,260
88
$1.78M 0.19%
41,133
+10,683
89
$1.74M 0.18%
+206,113
90
$1.74M 0.18%
16,078
-386
91
$1.72M 0.18%
50,139
92
$1.7M 0.18%
34,194
-778
93
$1.68M 0.18%
19,231
+4,066
94
$1.58M 0.17%
4,893
+108
95
$1.53M 0.16%
12,104
-1,789
96
$1.51M 0.16%
9,325
-134
97
$1.5M 0.16%
19,077
+14,434
98
$1.49M 0.16%
1,249,248
+132,094
99
$1.42M 0.15%
8,693
+411
100
$1.42M 0.15%
6,992
-340
2 3
4
5 6