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
151
$779K 0.04%
40,143
-23,732
152
$763K 0.04%
36,812
-1,156
153
$758K 0.04%
9,508
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154
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54,900
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155
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9,553
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156
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157
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158
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159
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160
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161
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162
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163
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20,022
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164
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165
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166
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167
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169
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170
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171
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6,150
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172
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173
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1,100
174
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2,310
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175
$542K 0.03%
29,232
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7
8 9