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
$1.08B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$17.5M
3
+$9.09M
4
APAM icon
Artisan Partners
APAM
+$8.62M
5
UBER icon
Uber
UBER
+$8.4M

Top Sells

1
+$23.9M
2
+$10.6M
3
+$8.32M
4
T icon
AT&T
T
+$8.14M
5
MMM icon
3M
MMM
+$7.29M

Sector Composition

1 Technology 24.37%
2 Financials 12.06%
3 Healthcare 8.87%
4 Industrials 6.46%
5 Energy 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$664K 0.06%
+11,367
127
$637K 0.06%
7,609
+1
128
$633K 0.06%
+1,288
129
$621K 0.06%
9,160
-1,966
130
$602K 0.06%
5,683
-994
131
$592K 0.05%
9,347
+92
132
$580K 0.05%
2,576
+19
133
$579K 0.05%
4,483
+85
134
$578K 0.05%
8,722
+17
135
$576K 0.05%
4,997
+1
136
$564K 0.05%
3,285
+87
137
$543K 0.05%
3,121
+69
138
$542K 0.05%
1,230
139
$541K 0.05%
12,154
+1,027
140
$535K 0.05%
+2,575
141
$528K 0.05%
25,776
+520
142
$525K 0.05%
3,676
143
$509K 0.05%
6,000
144
$490K 0.05%
5,528
+14
145
$486K 0.05%
1,339
+109
146
$479K 0.04%
4,093
+16
147
$467K 0.04%
6,098
+213
148
$467K 0.04%
17,343
+165
149
$445K 0.04%
4,689
+1
150
$413K 0.04%
2,384
4 5
6
7 8