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
126
$1.09M 0.07%
4,385
-357
127
$1.04M 0.07%
9,019
-521
128
$994K 0.07%
11,873
-662
129
$967K 0.07%
9,693
-624
130
$949K 0.06%
+36,000
131
$936K 0.06%
+19,367
132
$919K 0.06%
5,293
133
$912K 0.06%
2,001
-47
134
$902K 0.06%
12,156
+250
135
$878K 0.06%
5,190
-973
136
$877K 0.06%
9,705
-269
137
$853K 0.06%
+75,000
138
$852K 0.06%
3,771
-29
139
$852K 0.06%
16,996
-17,537
140
$852K 0.06%
+20,497
141
$844K 0.06%
608
142
$825K 0.06%
6,169
-313
143
$811K 0.06%
8,694
-503
144
$798K 0.05%
5,059
145
$776K 0.05%
+40,000
146
$771K 0.05%
+19,500
147
$763K 0.05%
9,907
-72
148
$761K 0.05%
4,547
149
$761K 0.05%
3,235
-1,396
150
$698K 0.05%
6,406
-627
4 5
6
7 8