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
151
$368K 0.04%
2,533
152
$364K 0.04%
2,384
153
$364K 0.04%
1,861
154
$364K 0.04%
3,227
-100
155
$362K 0.04%
11,124
156
$342K 0.04%
1,267
157
$315K 0.03%
1,509
158
$315K 0.03%
2,060
159
$300K 0.03%
4,251
+11
160
$299K 0.03%
8,100
161
$295K 0.03%
3,720
162
$293K 0.03%
1,035
+173
163
$289K 0.03%
+12,030
164
$288K 0.03%
1,705
-675
165
$286K 0.03%
2,618
166
$271K 0.03%
8,252
167
$266K 0.03%
785
168
$264K 0.03%
2,100
169
$262K 0.03%
5,488
+59
170
$260K 0.03%
2,000
171
$256K 0.03%
14,748
+12
172
$256K 0.03%
4,900
173
$254K 0.03%
2,117
174
$254K 0.03%
5,963
-200
175
$243K 0.03%
5,243
4 5 6
7
8