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
$608M
AUM Growth
+$634K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$7.07M
2 +$6.5M
3 +$5.83M
4
TRGP icon
Targa Resources
TRGP
+$5.68M
5
IRM icon
Iron Mountain
IRM
+$5.27M

Top Sells

1 +$7.85M
2 +$7.8M
3 +$5.46M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$5M
5
PFE icon
Pfizer
PFE
+$4.98M

Sector Composition

1 Technology 11.91%
2 Healthcare 11.74%
3 Industrials 9.18%
4 Financials 8.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-9,090
177
-360,625
178
-7,395
179
-9,873