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
$700M
AUM Growth
+$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$2.59M
3
+$1.77M
4
INTC icon
Intel
INTC
+$1.67M
5
UHAL icon
U-Haul Holding Co
UHAL
+$1.27M

Top Sells

1
+$8.45M
2
+$8.19M
3
+$5.39M
4
AMGN icon
Amgen
AMGN
+$4.84M
5
NWL icon
Newell Brands
NWL
+$3.1M

Sector Composition

1 Consumer Staples 33.15%
2 Industrials 11.32%
3 Healthcare 10.36%
4 Financials 9.23%
5 Technology 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.51M 0.93%
73,400
+2,744
27
$6.51M 0.93%
83,154
+3,450
28
$6.5M 0.93%
86,928
-93
29
$6.02M 0.86%
39,260
+314
30
$5.51M 0.79%
19,833
-8,982
31
$5.49M 0.78%
+75,718
32
$5.45M 0.78%
42,788
-1,017
33
$5.38M 0.77%
100,386
-57,721
34
$5.38M 0.77%
48,896
-72
35
$5.34M 0.76%
96,392
+2,982
36
$5.16M 0.74%
65,766
+1,842
37
$5.11M 0.73%
35,678
-76
38
$5.06M 0.72%
46,823
+1,648
39
$5.04M 0.72%
91,342
+4,729
40
$4.99M 0.71%
75,779
+8,935
41
$4.9M 0.7%
89,963
+6,696
42
$4.47M 0.64%
40,390
-227
43
$4.38M 0.63%
7,364
-14
44
$4.26M 0.61%
42,405
45
$4.16M 0.59%
28,287
46
$4.07M 0.58%
122,184
47
$3.6M 0.51%
46,496
+2
48
$3.48M 0.5%
39,873
+512
49
$3.38M 0.48%
36,020
50
$3.22M 0.46%
95,445
+49,557
1
2
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