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
201
$27K ﹤0.01%
734
202
-38,091
203
-10,001
204
-12,030
205
-158,421
206
-34,703
207
-38,745