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
$939M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$14.8M
3
+$9.85M
4
EGLE
Eagle Bulk Shipping Inc.
EGLE
+$9.66M
5
EW icon
Edwards Lifesciences
EW
+$9.16M

Top Sells

1
+$13.2M
2
+$12.1M
3
+$11.3M
4
WMB icon
Williams Companies
WMB
+$8.56M
5
IP icon
International Paper
IP
+$7.22M

Sector Composition

1 Technology 19.6%
2 Healthcare 11.34%
3 Energy 10.84%
4 Industrials 10.68%
5 Financials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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-2,437
202
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203
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204
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-7,336
205
– –
-480,347
206
– –
-9,969
207
– –
-4,366
208
– –
-2,436
209
– –
-1,052
210
– –
-2,845
211
– –
-1,718
212
– –
-4,700
213
– –
-336,689
214
– –
-63,143
5 6 7 8
9