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
101
$1.35M 0.12%
7,759
-174
102
$1.32M 0.12%
4,766
+109
103
$1.23M 0.11%
2,813
-733
104
$1.09M 0.1%
5,645
105
$1.05M 0.1%
11,328
-500
106
$1M 0.09%
29,180
-40
107
$999K 0.09%
4,369
108
$997K 0.09%
32,158
-5,584
109
$969K 0.09%
30,260
-1,000
110
$958K 0.09%
4,523
111
$928K 0.09%
5,702
112
$927K 0.09%
18,618
113
$912K 0.08%
6,503
+967
114
$870K 0.08%
10,193
115
$834K 0.08%
6,238
+376
116
$793K 0.07%
9,755
117
$787K 0.07%
14,007
118
$785K 0.07%
5,577
-2,089
119
$775K 0.07%
2,002
+6
120
$735K 0.07%
725
121
$733K 0.07%
17,803
122
$717K 0.07%
12,254
123
$715K 0.07%
14,005
+5,072
124
$714K 0.07%
13,980
-1,000
125
$711K 0.07%
4,233
-505
3 4
5
6 7