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
$1.46B
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.9M
3
+$11.5M
4
MRK icon
Merck
MRK
+$9.46M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$7.79M

Top Sells

1
+$17.2M
2
+$9.47M
3
+$6.92M
4
ZS icon
Zscaler
ZS
+$6.26M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.78M

Sector Composition

1 Technology 20.27%
2 Energy 8.4%
3 Industrials 8.13%
4 Healthcare 7.01%
5 Financials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.4M 1.04%
127,307
+412
27
$14.8M 1%
364,085
-411
28
$14.8M 1%
330,219
-989
29
$14.2M 0.97%
99,882
-406
30
$14.1M 0.96%
30,813
-195
31
$14.1M 0.96%
323,588
-4,381
32
$13.9M 0.94%
52,710
+43,812
33
$13.6M 0.92%
785,810
-2,802
34
$13.4M 0.91%
694,836
-2,229
35
$13M 0.88%
147,309
+143
36
$12.9M 0.88%
109,464
-697
37
$12.5M 0.84%
46,325
+303
38
$12.3M 0.84%
172,995
-1,229
39
$11.9M 0.8%
224,280
-1,386
40
$11.7M 0.8%
22,978
-8,868
41
$11.5M 0.78%
424,536
-2,099
42
$11.3M 0.77%
341,498
+5,439
43
$11.3M 0.77%
180,470
-310
44
$11.2M 0.76%
192,806
-972
45
$11M 0.75%
110,758
+19
46
$10.7M 0.73%
290,789
+742
47
$10.4M 0.7%
100,882
+91,863
48
$10.2M 0.69%
241,921
+1,033
49
$10.2M 0.69%
79,902
+13,079
50
$10.1M 0.68%
65,983
-132
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2
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