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
$1.45B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$17.2M
3
+$14.9M
4
DLR icon
Digital Realty Trust
DLR
+$14.4M
5
MRVL icon
Marvell Technology
MRVL
+$10M

Top Sells

1
+$23.2M
2
+$14.5M
3
+$13.4M
4
GTLB icon
GitLab
GTLB
+$9.96M
5
KLAC icon
KLA
KLAC
+$9.36M

Sector Composition

1 Technology 19.96%
2 Industrials 9.04%
3 Energy 8.41%
4 Healthcare 6.75%
5 Financials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.38M 0.3%
14,817
77
$4.28M 0.29%
35,357
-4,914
78
$4.27M 0.29%
82,812
-259,926
79
$4.21M 0.29%
1,678,793
+23,388
80
$3.96M 0.27%
19,673
+65
81
$3.86M 0.26%
15,421
-53
82
$3.31M 0.23%
9,590
-91
83
$3.2M 0.22%
6,667
-135
84
$3.17M 0.22%
165,447
-14,493
85
$3.1M 0.21%
+37,074
86
$2.94M 0.2%
5,852
-1,290
87
$2.91M 0.2%
12,915
-663
88
$2.86M 0.2%
70,000
89
$2.81M 0.19%
+6,275
90
$2.8M 0.19%
+25,130
91
$2.76M 0.19%
43,340
+80
92
$2.66M 0.18%
8,898
+240
93
$2.61M 0.18%
18,638
-69
94
$2.57M 0.18%
31,818
95
$2.42M 0.17%
78,919
+528
96
$2.41M 0.16%
39,940
-3,676
97
$2.29M 0.16%
123,026
-692
98
$2.2M 0.15%
92,489
+1,821
99
$2.19M 0.15%
+50,000
100
$2.16M 0.15%
8,177
-47
2 3
4
5 6