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
126
$1.36M 0.08%
5,744
-162
127
$1.34M 0.08%
+2,250
128
$1.22M 0.07%
5,255
-881
129
$1.2M 0.07%
7,347
+117
130
$1.2M 0.07%
8,032
-820
131
$1.2M 0.07%
8,158
-3,474
132
$1.2M 0.07%
2,989
-71
133
$1.15M 0.06%
2,631
-1,651
134
$1.14M 0.06%
43,320
+7,320
135
$1.1M 0.06%
11,980
-652
136
$1.06M 0.06%
10,672
+777
137
$1.06M 0.06%
23,297
+2,997
138
$1.02M 0.06%
13,356
-831
139
$1M 0.06%
10,321
-1,124
140
$1M 0.06%
+44,550
141
$960K 0.05%
6,739
-1,390
142
$918K 0.05%
6,346
-122
143
$915K 0.05%
608
144
$901K 0.05%
3,771
-55
145
$870K 0.05%
17,406
+3,477
146
$861K 0.05%
4,693
-600
147
$860K 0.05%
75,000
148
$818K 0.05%
4,385
-93
149
$785K 0.04%
3,175
150
$784K 0.04%
19,500
4 5
6
7 8