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
$422M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$180M
2 +$15.9M
3 +$14.4M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$10.3M
5
PWV icon
Invesco Large Cap Value ETF
PWV
+$9.93M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 45.36%
2 Energy 9.93%
3 Healthcare 7.07%
4 Industrials 4.91%
5 Utilities 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$78K 0.02%
+12,500
77
$63K 0.01%
+23,699
78
$40K 0.01%
+10,000
79
0
80
0