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
101
$2.07M 0.14%
4
102
$2.01M 0.14%
9,528
+6,045
103
$1.93M 0.13%
49,025
-918
104
$1.85M 0.13%
6,060
-70
105
$1.85M 0.13%
11,742
-234
106
$1.84M 0.13%
9,283
+5
107
$1.54M 0.11%
+75,000
108
$1.53M 0.1%
36,628
109
$1.51M 0.1%
8,437
+39
110
$1.5M 0.1%
8,340
+801
111
$1.43M 0.1%
3,049
-100
112
$1.43M 0.1%
7,697
-118
113
$1.42M 0.1%
14,384
-937
114
$1.32M 0.09%
5,839
-35
115
$1.32M 0.09%
13,993
-425
116
$1.31M 0.09%
8,852
117
$1.29M 0.09%
8,520
+55
118
$1.28M 0.09%
53,061
+27,540
119
$1.27M 0.09%
5,776
-28
120
$1.26M 0.09%
11,777
-402
121
$1.23M 0.08%
73,500
-2,007
122
$1.21M 0.08%
2,982
+117
123
$1.19M 0.08%
2,661
-25
124
$1.12M 0.08%
8,301
-107,370
125
$1.1M 0.08%
9,151
-69
3 4
5
6 7