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
51
$3.69M 0.54%
43,627
+32,207
52
$3.38M 0.5%
+178,427
53
$3.05M 0.45%
+30,132
54
$2.93M 0.43%
161,810
-3,330
55
$2.88M 0.42%
13,694
-285
56
$2.84M 0.42%
+47,497
57
$2.8M 0.41%
202,914
-154,332
58
$2.66M 0.39%
+24,387
59
$2.63M 0.39%
+64,865
60
$2.59M 0.38%
+21,635
61
$2.59M 0.38%
+20,149
62
$2.53M 0.37%
34,621
+31,293
63
$2.46M 0.36%
+34,500
64
$2.43M 0.36%
+60,290
65
$2.37M 0.35%
+15,080
66
$2.33M 0.34%
+66,260
67
$2.33M 0.34%
+29,835
68
$2.25M 0.33%
+44,805
69
$2.24M 0.33%
+36,983
70
$2.23M 0.33%
+50,108
71
$2.2M 0.32%
+42,250
72
$2.18M 0.32%
18,132
+16,132
73
$2.15M 0.32%
+36,321
74
$2.14M 0.31%
+120,642
75
$2.13M 0.31%
+37,305
1 2
3
4 5