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
51
$10M 0.68%
199,288
+62,706
52
$10M 0.68%
50,999
-18,596
53
$9.54M 0.65%
31,563
+1,764
54
$9.37M 0.64%
295,819
-4,034
55
$9.3M 0.63%
205,716
-1,942
56
$9.08M 0.62%
167,776
+88
57
$8.99M 0.61%
25,669
-71
58
$8.89M 0.6%
57,412
-206
59
$8.86M 0.6%
102,718
-837
60
$8.03M 0.54%
47,971
-392
61
$7.79M 0.53%
+763,365
62
$7.52M 0.51%
48,137
-83
63
$7.13M 0.48%
87,460
-1,184
64
$7.02M 0.48%
+237,089
65
$7M 0.47%
306,584
-1,585
66
$6.91M 0.47%
42,038
+356
67
$6.9M 0.47%
+416,045
68
$6.78M 0.46%
17,950
+390
69
$6.72M 0.46%
68,162
+292
70
$6.54M 0.44%
467,302
+6,396
71
$6.47M 0.44%
+481,615
72
$6.17M 0.42%
359,406
-593
73
$5.96M 0.4%
22,390
-347
74
$5.91M 0.4%
19,702
+1,736
75
$5.46M 0.37%
13,148
1 2
3
4 5