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
101
$1.16M 0.17%
22,189
-280
102
$1.15M 0.16%
45,732
-744
103
$1.15M 0.16%
19,715
104
$1.09M 0.16%
19,590
+354
105
$1.07M 0.15%
20,285
106
$973K 0.14%
17,258
-110
107
$960K 0.14%
21,131
108
$923K 0.13%
8,683
-248
109
$908K 0.13%
10,764
-94
110
$902K 0.13%
30,029
-500
111
$860K 0.12%
35,572
112
$835K 0.12%
2,613
113
$779K 0.11%
8,450
114
$766K 0.11%
9,843
-9,996
115
$765K 0.11%
7,126
116
$764K 0.11%
17,276
+450
117
$717K 0.1%
16,310
118
$701K 0.1%
14,473
119
$681K 0.1%
9,391
120
$680K 0.1%
34,200
121
$674K 0.1%
61,900
122
$660K 0.09%
6,572
123
$626K 0.09%
63,452
124
$612K 0.09%
9,150
125
$581K 0.08%
+2,402
3 4
5
6 7