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
151
$410K 0.04%
8,649
+21
152
$407K 0.04%
11,124
153
$401K 0.04%
3,227
154
$397K 0.04%
2,533
155
$395K 0.04%
1,347
156
$378K 0.04%
1,103
+4
157
$377K 0.03%
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-186
158
$373K 0.03%
1,861
159
$370K 0.03%
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160
$363K 0.03%
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161
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162
$362K 0.03%
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163
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2,311
164
$348K 0.03%
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165
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8,100
166
$324K 0.03%
17,094
+2,346
167
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168
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169
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170
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11,362
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171
$306K 0.03%
5,549
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172
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2,627
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173
$291K 0.03%
2,100
174
$289K 0.03%
8,877
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175
$288K 0.03%
2,117
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