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
176
$435K 0.03%
6,186
+233
177
$434K 0.03%
6,793
+199
178
$409K 0.03%
8,115
179
$405K 0.03%
+2,000
180
$398K 0.03%
13,856
-1,758
181
$388K 0.03%
3,917
-473
182
$384K 0.03%
20,492
-556
183
$378K 0.03%
2,384
184
$375K 0.03%
5,140
+40
185
$363K 0.02%
+28,554
186
$341K 0.02%
2,312
187
$338K 0.02%
10,240
-280
188
$335K 0.02%
6,622
-80
189
$328K 0.02%
9,801
-2,350
190
$328K 0.02%
767
-22
191
$327K 0.02%
5,013
192
$327K 0.02%
3,713
+173
193
$317K 0.02%
3,356
+306
194
$301K 0.02%
+18,884
195
$293K 0.02%
9,668
+35
196
$290K 0.02%
+36,670
197
$277K 0.02%
38,783
198
$277K 0.02%
+5,000
199
$274K 0.02%
5,304
-2,447
200
$272K 0.02%
1,278
-171
6 7
8
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