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
151
$644K 0.04%
6,259
-59
152
$635K 0.04%
3,911
-381
153
$616K 0.04%
2,795
154
$608K 0.04%
20,622
-612
155
$601K 0.04%
3,684
156
$562K 0.04%
17,160
-2,975
157
$554K 0.04%
8,129
158
$544K 0.04%
10,895
+4,321
159
$543K 0.04%
8,644
160
$543K 0.04%
+35,863
161
$542K 0.04%
4,551
-700
162
$533K 0.04%
1,550
-110
163
$528K 0.04%
3,037
-138
164
$519K 0.04%
3,756
-18
165
$508K 0.03%
1,100
166
$508K 0.03%
3,824
+1,322
167
$502K 0.03%
5,190
168
$470K 0.03%
5,000
169
$465K 0.03%
1,193
-88
170
$458K 0.03%
4,696
+309
171
$456K 0.03%
1,872
+57
172
$446K 0.03%
+33,379
173
$446K 0.03%
5,000
174
$442K 0.03%
11,132
175
$436K 0.03%
13,040
-2,325
5 6
7
8 9