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
$832M
AUM Growth
+$85.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.98M
3
+$9.02M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$8.45M
5
RKT icon
Rocket Companies
RKT
+$7.83M

Top Sells

1
+$10.7M
2
+$10.4M
3
+$7.97M
4
GILD icon
Gilead Sciences
GILD
+$7.79M
5
AKAM icon
Akamai
AKAM
+$6.47M

Sector Composition

1 Technology 17.64%
2 Financials 12.68%
3 Healthcare 9.74%
4 Industrials 9.11%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.57M 0.79%
91,751
-675
52
$6.43M 0.77%
+130,417
53
$6.18M 0.74%
128,131
-28,018
54
$5.99M 0.72%
+77,190
55
$5.91M 0.71%
29,318
-1,576
56
$5.74M 0.69%
+93,622
57
$5.57M 0.67%
29,308
-194
58
$5.3M 0.64%
23,933
59
$5.17M 0.62%
235,871
-18,909
60
$4.66M 0.56%
83,500
-19
61
$4.66M 0.56%
+86,832
62
$4.64M 0.56%
11,700
-25
63
$4.59M 0.55%
44,380
-6,460
64
$4.53M 0.54%
+169,365
65
$4.47M 0.54%
+26,015
66
$4.38M 0.53%
28,280
-69,100
67
$4.33M 0.52%
43,221
-8,201
68
$4.17M 0.5%
18,580
-329
69
$4.11M 0.49%
33,050
+1,843
70
$3.94M 0.47%
20,850
-397
71
$3.87M 0.46%
6,178
72
$3.81M 0.46%
29,519
-150
73
$3.79M 0.45%
15,543
74
$3.68M 0.44%
24,471
-1,155
75
$3.58M 0.43%
42,797
-4,800
1 2
3
4 5