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
$429M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$2.27M
3 +$2.08M
4
PTCT icon
PTC Therapeutics
PTCT
+$1.95M
5
SBS icon
Sabesp
SBS
+$534K

Top Sells

1 +$12.2M
2 +$5.49M
3 +$4.13M
4
SYNA icon
Synaptics
SYNA
+$2.08M
5
CPRI icon
Capri Holdings
CPRI
+$1.73M

Sector Composition

1 Consumer Staples 41.67%
2 Energy 11.24%
3 Healthcare 11.15%
4 Industrials 4.37%
5 Technology 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-20,525
102
-3,661