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
$456M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$6.43M
3
+$6.34M
4
RTX icon
RTX Corp
RTX
+$5.89M
5
PWV icon
Invesco Large Cap Value ETF
PWV
+$5.39M

Top Sells

1
+$13.3M
2
+$5.51M
3
+$5.45M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.56M
5
TSN icon
Tyson Foods
TSN
+$3.11M

Sector Composition

1 Consumer Staples 47.31%
2 Healthcare 10.56%
3 Financials 8.68%
4 Technology 4.67%
5 Industrials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
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