GC
Gratus Capital Portfolio holdings
AUM
$2.48B
1-Year Return
32.66%
This Quarter Return
+6.52%
1 Year Return
+32.66%
3 Year Return
+50.91%
5 Year Return
+137.89%
10 Year Return
–
AUM
$2.48B
AUM Growth
+$312M
(+14%)
Cap. Flow
+$200M
Cap. Flow
% of AUM
8.08%
Top 10 Holdings %
Top 10 Hldgs %
35.55%
Holding
384
New
70
Increased
189
Reduced
41
Closed
13
Top Buys
| 1 |
Apple
AAPL
|
$46.3M |
| 2 |
Coca-Cola
KO
|
$17.7M |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$17.3M |
| 4 |
Cameco
CCJ
|
$11.2M |
| 5 |
Arm
ARM
|
$9.84M |
Top Sells
| 1 |
Intuit
INTU
|
$14.9M |
| 2 |
NVIDIA
NVDA
|
$9.8M |
| 3 |
Couchbase
BASE
|
$9.7M |
| 4 |
CrowdStrike
CRWD
|
$7.41M |
| 5 |
PayPal
PYPL
|
$7.17M |
Sector Composition
| 1 | Technology | 28.19% |
| 2 | Financials | 6.79% |
| 3 | Energy | 6.53% |
| 4 | Healthcare | 5.93% |
| 5 | Industrials | 5.84% |
