GC

Gratus Capital Portfolio holdings

AUM $2.48B
1-Year Est. Return 32.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.89%
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
+$14M
2
+$12.2M
3
+$11M
4
GFS icon
GlobalFoundries
GFS
+$8.93M
5
HCP
HashiCorp, Inc. Class A Common Stock
HCP
+$8.53M

Top Sells

1
+$21.7M
2
+$13.4M
3
+$12.1M
4
LYB icon
LyondellBasell Industries
LYB
+$11.8M
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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