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
76
$5.32M 0.36%
40,312
+4,955
77
$4.89M 0.33%
292,869
+73,283
78
$4.24M 0.29%
+60,595
79
$4.23M 0.29%
+25,937
80
$4.21M 0.29%
19,740
+67
81
$4.15M 0.28%
78,451
-4,361
82
$3.9M 0.26%
53,576
83
$3.65M 0.25%
70,000
84
$3.58M 0.24%
15,524
+103
85
$3.49M 0.24%
14,771
-46
86
$3.46M 0.23%
6,860
+193
87
$3.1M 0.21%
9,547
-43
88
$3.07M 0.21%
6,311
+36
89
$2.89M 0.2%
31,818
90
$2.76M 0.19%
43,340
91
$2.72M 0.18%
13,096
+181
92
$2.69M 0.18%
35,560
-1,514
93
$2.66M 0.18%
5
+1
94
$2.58M 0.17%
5,891
+39
95
$2.55M 0.17%
25,411
+281
96
$2.55M 0.17%
108,156
+55,095
97
$2.51M 0.17%
134,751
-30,696
98
$2.48M 0.17%
1,686,455
+7,662
99
$2.46M 0.17%
43,966
+4,026
100
$2.32M 0.16%
18,789
+151
2 3
4
5 6