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
1
$56.8M 5.26%
760,654
+53,545
2
$46.8M 4.33%
153,003
+7,183
3
$41.5M 3.84%
746,415
+4,164
4
$32M 2.96%
635,275
+4,426
5
$25.7M 2.38%
76,360
+2,543
6
$25.6M 2.37%
179,113
+122,388
7
$24.9M 2.31%
+469,481
8
$24.8M 2.3%
951,779
+43,529
9
$23.4M 2.17%
352,200
+11,170
10
$23M 2.13%
158,760
+5,780
11
$22M 2.04%
169,832
+5,573
12
$20.8M 1.92%
48,293
+1,886
13
$20.2M 1.87%
685,500
+30,780
14
$19.1M 1.77%
111,566
+7,977
15
$18.7M 1.73%
32,992
+3,010
16
$17.8M 1.65%
54,941
+2,254
17
$16.3M 1.51%
120,471
+4,889
18
$16.2M 1.5%
57,538
+2,142
19
$15.6M 1.44%
24,227
+984
20
$15.5M 1.43%
536,445
+19,874
21
$15.4M 1.42%
260,546
+8,262
22
$14.9M 1.38%
106,587
+3,847
23
$14.8M 1.37%
172,174
+7,090
24
$13.9M 1.29%
141,781
+4,957
25
$13.6M 1.26%
65,006
+2,303
1
2 3 4 5