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
$939M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$14.8M
3
+$9.85M
4
EGLE
Eagle Bulk Shipping Inc.
EGLE
+$9.66M
5
EW icon
Edwards Lifesciences
EW
+$9.16M

Top Sells

1
+$13.2M
2
+$12.1M
3
+$11.3M
4
WMB icon
Williams Companies
WMB
+$8.56M
5
IP icon
International Paper
IP
+$7.22M

Sector Composition

1 Technology 19.6%
2 Healthcare 11.34%
3 Energy 10.84%
4 Industrials 10.68%
5 Financials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$416K 0.04%
10,310
+1,365
152
$407K 0.04%
5,191
-698
153
$405K 0.04%
1,212
+3
154
$395K 0.04%
1,225
-121
155
$394K 0.04%
5,801
+1,145
156
$375K 0.04%
2,509
+98
157
$362K 0.04%
+1,837
158
$357K 0.04%
+16,122
159
$351K 0.04%
4,347
+579
160
$350K 0.04%
4,156
-253
161
$343K 0.04%
3,036
+147
162
$334K 0.04%
3,470
-151
163
$318K 0.03%
2,312
+195
164
$317K 0.03%
5,514
-225
165
$297K 0.03%
+21,015
166
$294K 0.03%
21,040
-996
167
$293K 0.03%
8,100
168
$290K 0.03%
1,267
169
$285K 0.03%
2,384
170
$276K 0.03%
1,035
171
$269K 0.03%
38,783
172
$269K 0.03%
2,410
-940
173
$268K 0.03%
1,041
+210
174
$260K 0.03%
+1,103
175
$259K 0.03%
761
+1
5 6
7
8 9