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
176
$281K 0.03%
+3,900
177
$281K 0.03%
4,900
178
$277K 0.03%
2,000
179
$274K 0.03%
5,963
180
$264K 0.02%
2,401
+1
181
$252K 0.02%
5,242
-1
182
$249K 0.02%
1,037
+2
183
$243K 0.02%
+1,984
184
$241K 0.02%
+7,676
185
$235K 0.02%
4,366
186
$230K 0.02%
8,592
+30
187
$220K 0.02%
6,216
188
$217K 0.02%
8,700
189
$214K 0.02%
6,400
190
$211K 0.02%
2,418
191
$208K 0.02%
+3,572
192
$208K 0.02%
+1,550
193
$201K 0.02%
+3,750
194
$200K 0.02%
+2,773
195
$200K 0.02%
+2,630
196
$176K 0.02%
38,783
197
$133K 0.01%
6,054
198
$118K 0.01%
19,525
-14,225
199
$68K 0.01%
27,954
200
$63K 0.01%
15,568
5 6 7
8
9