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
$700M
AUM Growth
+$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$2.59M
3
+$1.77M
4
INTC icon
Intel
INTC
+$1.67M
5
UHAL icon
U-Haul Holding Co
UHAL
+$1.27M

Top Sells

1
+$8.45M
2
+$8.19M
3
+$5.39M
4
AMGN icon
Amgen
AMGN
+$4.84M
5
NWL icon
Newell Brands
NWL
+$3.1M

Sector Composition

1 Consumer Staples 33.15%
2 Industrials 11.32%
3 Healthcare 10.36%
4 Financials 9.23%
5 Technology 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.11M 0.3%
35,125
-75
77
$2.11M 0.3%
2,427
78
$2.1M 0.3%
48,442
79
$2.06M 0.29%
26,713
-707
80
$2.01M 0.29%
43,240
81
$1.91M 0.27%
22,770
82
$1.77M 0.25%
+35,170
83
$1.77M 0.25%
31,210
-1,000
84
$1.74M 0.25%
22,337
85
$1.7M 0.24%
56,010
86
$1.7M 0.24%
14,578
+452
87
$1.63M 0.23%
30,266
-752
88
$1.5M 0.21%
47,155
-320
89
$1.5M 0.21%
14,329
+2
90
$1.46M 0.21%
72,385
91
$1.46M 0.21%
8,465
-28,079
92
$1.37M 0.2%
11,673
+6
93
$1.35M 0.19%
8,359
94
$1.35M 0.19%
13,184
95
$1.33M 0.19%
62,000
96
$1.31M 0.19%
17,663
+816
97
$1.29M 0.18%
9,994
-53
98
$1.27M 0.18%
+34,700
99
$1.25M 0.18%
6,173
100
$1.25M 0.18%
77,340
+6,755
2 3
4
5 6