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
$2.17B
AUM Growth
+$408M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Sells

1 +$43.6M
2 +$31.3M
3 +$20.7M
4
EGLE
Eagle Bulk Shipping Inc.
EGLE
+$13.3M
5
EQT icon
EQT Corp
EQT
+$13.1M

Sector Composition

1 Technology 26.97%
2 Financials 7.55%
3 Energy 6.46%
4 Industrials 6.43%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GLD icon
226
SPDR Gold Trust
GLD
$139B
$472K 0.02%
2,296
+134
XLV icon
227
Health Care Select Sector SPDR Fund
XLV
$35.7B
$469K 0.02%
3,173
-2
CAT icon
228
Caterpillar
CAT
$248B
$468K 0.02%
+1,277
IWY icon
229
iShares Russell Top 200 Growth ETF
IWY
$16.1B
$465K 0.02%
2,384
NTRS icon
230
Northern Trust
NTRS
$24.6B
$464K 0.02%
5,221
+167
XLK icon
231
Technology Select Sector SPDR Fund
XLK
$95.1B
$456K 0.02%
2,189
+180
FLG
232
Flagstar Financial
FLG
$4.77B
$451K 0.02%
+46,667
BITB icon
233
Bitwise Bitcoin ETF
BITB
$4.22B
$449K 0.02%
+11,601
CTSH icon
234
Cognizant
CTSH
$32.7B
$448K 0.02%
6,113
XLE icon
235
Energy Select Sector SPDR Fund
XLE
$26B
$445K 0.02%
+4,713
SBUX icon
236
Starbucks
SBUX
$96.7B
$430K 0.02%
4,710
+43
IWR icon
237
iShares Russell Mid-Cap ETF
IWR
$44.9B
$429K 0.02%
5,100
HWM icon
238
Howmet Aerospace
HWM
$77.6B
$417K 0.02%
+6,101
MCK icon
239
McKesson
MCK
$98.2B
$413K 0.02%
770
+1
DVY icon
240
iShares Select Dividend ETF
DVY
$20.7B
$413K 0.02%
3,353
+1,257
ABT icon
241
Abbott
ABT
$226B
$412K 0.02%
3,621
-1,838
WFC icon
242
Wells Fargo
WFC
$270B
$401K 0.02%
6,922
+218
ANET icon
243
Arista Networks
ANET
$187B
$400K 0.02%
+5,520
BMY icon
244
Bristol-Myers Squibb
BMY
$88.8B
$399K 0.02%
7,352
+559
MDLZ icon
245
Mondelez International
MDLZ
$81.2B
$399K 0.02%
5,695
+2,219
FITB icon
246
Fifth Third Bancorp
FITB
$27.4B
$398K 0.02%
+10,686
CRM icon
247
Salesforce
CRM
$243B
$397K 0.02%
1,320
+200
MO icon
248
Altria Group
MO
$108B
$394K 0.02%
9,038
+2,832
AMAT icon
249
Applied Materials
AMAT
$183B
$388K 0.02%
1,880
+4
SDY icon
250
SPDR S&P Dividend ETF
SDY
$20.3B
$384K 0.02%
+2,929