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
$680M
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$7.8M
3
+$6.76M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.46M
5
GGG icon
Graco
GGG
+$6.26M

Top Sells

1
+$6.37M
2
+$2.38M
3
+$2.13M
4
DD icon
DuPont de Nemours
DD
+$1.98M
5
PWV icon
Invesco Large Cap Value ETF
PWV
+$1.36M

Sector Composition

1 Consumer Staples 34.55%
2 Financials 10.83%
3 Healthcare 10.25%
4 Industrials 9.41%
5 Technology 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.67M 0.98%
166,165
-8,505
27
$6.64M 0.98%
168,889
+1,648
28
$6.26M 0.92%
+237,585
29
$6.24M 0.92%
87,514
-725
30
$6.24M 0.92%
352,300
-5,388
31
$5.88M 0.86%
91,032
-2,514
32
$5.8M 0.85%
122,624
+11,543
33
$5.56M 0.82%
64,114
-27,394
34
$5.34M 0.79%
64,044
-2,508
35
$5.09M 0.75%
+81,889
36
$5.06M 0.74%
50,437
-19,698
37
$4.99M 0.73%
+63,147
38
$4.99M 0.73%
+167,723
39
$4.81M 0.71%
267,233
+7,898
40
$4.77M 0.7%
+32,876
41
$4.71M 0.69%
36,917
+32,557
42
$4.67M 0.69%
+44,850
43
$4.64M 0.68%
30,773
+21,936
44
$4.58M 0.67%
+42,520
45
$4.2M 0.62%
+90,211
46
$4.08M 0.6%
+7,426
47
$4.03M 0.59%
+24,352
48
$3.94M 0.58%
+37,870
49
$3.9M 0.57%
192,053
-18,687
50
$3.82M 0.56%
+48,201
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