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
101
$1.41M 0.15%
6,251
102
$1.41M 0.15%
38,568
-900
103
$1.35M 0.14%
3,767
+1,184
104
$1.3M 0.14%
14,059
-776
105
$1.24M 0.13%
25,838
+2,015
106
$1.22M 0.13%
5,545
-100
107
$1.19M 0.13%
12,297
+6,827
108
$1.17M 0.12%
9,278
-672
109
$1.13M 0.12%
7,290
-981
110
$1.11M 0.12%
+9,148
111
$993K 0.11%
13,963
+7,341
112
$986K 0.1%
8,905
-900
113
$984K 0.1%
11,428
+3,492
114
$942K 0.1%
6,309
115
$939K 0.1%
+78,400
116
$939K 0.1%
1,996
117
$899K 0.1%
5,247
-693
118
$880K 0.09%
6,096
-1,000
119
$873K 0.09%
+4,862
120
$816K 0.09%
11,142
+432
121
$805K 0.09%
618
-107
122
$759K 0.08%
+4,825
123
$755K 0.08%
+9,575
124
$714K 0.08%
5,248
+1,125
125
$711K 0.08%
10,114
-360
3 4
5
6 7