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
$680M
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$7.8M
3
+$6.76M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.46M
5
GGG icon
Graco
GGG
+$6.26M

Top Sells

1
+$6.37M
2
+$2.38M
3
+$2.13M
4
DD icon
DuPont de Nemours
DD
+$1.98M
5
PWV icon
Invesco Large Cap Value ETF
PWV
+$1.36M

Sector Composition

1 Consumer Staples 34.55%
2 Financials 10.83%
3 Healthcare 10.25%
4 Industrials 9.41%
5 Technology 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.04M 0.3%
+138,670
77
$2.04M 0.3%
+2,427
78
$1.92M 0.28%
+44,430
79
$1.85M 0.27%
+11,476
80
$1.83M 0.27%
+37,400
81
$1.83M 0.27%
+30,028
82
$1.71M 0.25%
+27,339
83
$1.67M 0.25%
30,777
+26,587
84
$1.61M 0.24%
+48,294
85
$1.61M 0.24%
+23,370
86
$1.56M 0.23%
+6,283
87
$1.53M 0.22%
+20,693
88
$1.53M 0.22%
+22,934
89
$1.52M 0.22%
46,323
+40,017
90
$1.51M 0.22%
14,421
+9,337
91
$1.49M 0.22%
+132,544
92
$1.41M 0.21%
+18,078
93
$1.37M 0.2%
9,958
+7,544
94
$1.37M 0.2%
+18,592
95
$1.35M 0.2%
+32,868
96
$1.29M 0.19%
+37,200
97
$1.23M 0.18%
+13,384
98
$1.19M 0.17%
+76,335
99
$1.16M 0.17%
11,400
+4,542
100
$1.16M 0.17%
+47,445
2 3
4
5 6