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
51
$3.19M 0.46%
40,947
52
$3.19M 0.45%
23,954
-74
53
$3.15M 0.45%
60,640
54
$3.06M 0.44%
133,480
55
$3.05M 0.44%
16,032
-7,944
56
$3.03M 0.43%
33,525
57
$2.98M 0.43%
37,855
58
$2.94M 0.42%
31,957
-2,000
59
$2.86M 0.41%
120,757
60
$2.86M 0.41%
20,599
-57
61
$2.81M 0.4%
18,356
62
$2.8M 0.4%
135,375
-3,450
63
$2.75M 0.39%
115,589
-1,164
64
$2.73M 0.39%
29,451
-697
65
$2.71M 0.39%
11,137
-226
66
$2.68M 0.38%
58,900
-240
67
$2.65M 0.38%
130,344
68
$2.64M 0.38%
19,205
-557
69
$2.59M 0.37%
+65,622
70
$2.55M 0.36%
34,358
-51
71
$2.42M 0.35%
15,117
72
$2.38M 0.34%
39,850
-825
73
$2.33M 0.33%
47,951
-111,061
74
$2.3M 0.33%
59,150
75
$2.2M 0.31%
41,494