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
201
$266K 0.02%
+15,000
202
$261K 0.02%
1,335
-45
203
$257K 0.02%
2,582
204
$250K 0.02%
2,400
205
$237K 0.02%
+5,549
206
$236K 0.02%
1,375
207
$235K 0.02%
5,197
-1,695
208
$234K 0.02%
+6,100
209
$234K 0.02%
2,446
210
$229K 0.02%
2,703
-135
211
$227K 0.02%
4,564
-545
212
$224K 0.02%
2,518
-36
213
$223K 0.02%
2,900
214
$214K 0.01%
2,191
-365
215
$210K 0.01%
7,836
+41
216
$202K 0.01%
+6,000
217
$202K 0.01%
+3,860
218
$137K 0.01%
+30,000
219
$135K 0.01%
+10,000
220
$107K 0.01%
+10,000
221
$104K 0.01%
+10,000
222
$101K 0.01%
+10,000
223
$94.7K 0.01%
10,049
224
$61.8K ﹤0.01%
+15,000
225
$35.4K ﹤0.01%
18,335
-9,619
6 7 8
9
10