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
$507M
AUM Growth
-$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.41M
3
+$6.86M
4
BX icon
Blackstone
BX
+$6.86M
5
CTXS
Citrix Systems Inc
CTXS
+$5.93M

Top Sells

1
+$13.1M
2
+$9.68M
3
+$8.94M
4
AMRN
Amarin Corp
AMRN
+$7.41M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$7.36M

Sector Composition

1 Technology 15.71%
2 Healthcare 12.6%
3 Financials 11.36%
4 Industrials 9.63%
5 Consumer Staples 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$351K 0.07%
1,111
+61
127
$348K 0.07%
+3,500
128
$341K 0.06%
13,600
-25,525
129
$339K 0.06%
7,166
-1,307
130
$334K 0.06%
+5,868
131
$323K 0.06%
3,773
-90
132
$316K 0.06%
8,420
-100
133
$297K 0.06%
3,362
134
$291K 0.05%
22,524
-3,454
135
$289K 0.05%
4,581
+11
136
$280K 0.05%
5,534
137
$252K 0.05%
+12,500
138
$246K 0.05%
+24,060
139
$245K 0.05%
+3,337
140
$244K 0.05%
3,714
+31
141
$243K 0.05%
5,227
-113
142
$239K 0.04%
4,975
-664
143
$237K 0.04%
8,243
-53
144
$235K 0.04%
2,117
-75
145
$233K 0.04%
1,230
146
$227K 0.04%
4,560
147
$225K 0.04%
4,931
-9,627
148
$213K 0.04%
7,864
-12,676
149
$204K 0.04%
2,500
150
$171K 0.03%
11,954
+2,590
4 5
6
7 8