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
$1.04B
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$12.3M
3
+$11.8M
4
EQT icon
EQT Corp
EQT
+$9.74M
5
GFS icon
GlobalFoundries
GFS
+$9.45M

Top Sells

1
+$22.1M
2
+$13.4M
3
+$11.8M
4
U icon
Unity
U
+$11.6M
5
ETRN
Equitrans Midstream Corporation Common Stock
ETRN
+$11.6M

Sector Composition

1 Technology 21.8%
2 Financials 11.56%
3 Industrials 10.59%
4 Energy 8.33%
5 Healthcare 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5 6 7 8
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