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
$931M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$52.5M
2
+$7.77M
3
+$5.57M
4
MTCH icon
Match Group
MTCH
+$5.37M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.74M

Top Sells

1
+$42.2M
2
+$7.24M
3
+$6.36M
4
DKNG icon
DraftKings
DKNG
+$5.53M
5
BX icon
Blackstone
BX
+$3.47M

Sector Composition

1 Technology 20.35%
2 Financials 11.13%
3 Healthcare 8.74%
4 Industrials 7.52%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$560K 0.06%
4,996
127
$544K 0.06%
2,557
-531
128
$517K 0.06%
4,398
+600
129
$506K 0.05%
8,705
+226
130
$504K 0.05%
9,255
-1,291
131
$491K 0.05%
3,198
132
$487K 0.05%
3,676
133
$472K 0.05%
11,127
-180
134
$468K 0.05%
25,256
-1,000
135
$462K 0.05%
7,449
+1,016
136
$456K 0.05%
3,052
137
$451K 0.05%
8,933
138
$450K 0.05%
4,077
+288
139
$444K 0.05%
4,688
-653
140
$442K 0.05%
5,885
+37
141
$430K 0.05%
16,336
-4,344
142
$425K 0.05%
17,178
+237
143
$420K 0.05%
1,230
144
$416K 0.04%
1,230
145
$409K 0.04%
5,514
+514
146
$395K 0.04%
1,347
147
$393K 0.04%
8,628
-1,575
148
$391K 0.04%
2,311
+638
149
$384K 0.04%
6,494
+313
150
$368K 0.04%
1,099
+2
4 5
6
7 8