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
$1.76B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$29.6M
3
+$19.5M
4
TSLA icon
Tesla
TSLA
+$18.1M
5
BIPC icon
Brookfield Infrastructure
BIPC
+$14.5M

Top Sells

1
+$28.8M
2
+$12.9M
3
+$10.6M
4
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$6.45M
5
EOG icon
EOG Resources
EOG
+$6.09M

Sector Composition

1 Technology 20.81%
2 Industrials 7.37%
3 Healthcare 6.88%
4 Consumer Staples 6.66%
5 Energy 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.92M 0.16%
20,763
+1,974
102
$2.91M 0.16%
1,941,454
+254,999
103
$2.82M 0.16%
6,155
-156
104
$2.78M 0.16%
12,495
-601
105
$2.76M 0.16%
25,411
106
$2.71M 0.15%
5
107
$2.65M 0.15%
48,593
-432
108
$2.59M 0.15%
101,919
-6,237
109
$2.44M 0.14%
50,000
110
$2.42M 0.14%
9,281
+6,960
111
$2.31M 0.13%
152,273
112
$2.25M 0.13%
113,226
-7,260
113
$2.18M 0.12%
105,501
-29,250
114
$2.02M 0.11%
36,628
115
$2.02M 0.11%
9,291
+4
116
$1.84M 0.1%
3,851
+1,007
117
$1.8M 0.1%
6,025
-170
118
$1.8M 0.1%
3,085
-201
119
$1.77M 0.1%
13,952
-374
120
$1.74M 0.1%
11,679
-338
121
$1.73M 0.1%
11,195
+5,696
122
$1.45M 0.08%
70,000
123
$1.44M 0.08%
14,387
-2,111
124
$1.4M 0.08%
8,230
-767
125
$1.4M 0.08%
8,228
-593
3 4
5
6 7