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
$747M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$7.95M
3 +$7.89M
4
T icon
AT&T
T
+$7.85M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$7.38M

Sector Composition

1 Technology 16.75%
2 Healthcare 11.37%
3 Financials 10.52%
4 Consumer Discretionary 8.85%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.21M 0.16%
14,319
+1,175
102
$1.18M 0.16%
44,140
-9,310
103
$1.17M 0.16%
5,104
+106
104
$1.17M 0.16%
8,686
-10
105
$1.02M 0.14%
2,964
+163
106
$1.01M 0.13%
37,805
-55
107
$999K 0.13%
44,342
-2,344
108
$935K 0.13%
22,400
-1,000
109
$881K 0.12%
6,000
110
$868K 0.12%
+18,618
111
$860K 0.12%
5,645
-60
112
$811K 0.11%
33,210
-1,360
113
$763K 0.1%
4,520
+249
114
$756K 0.1%
6,280
-3,467
115
$729K 0.1%
4,750
116
$716K 0.1%
15,359
-1,532
117
$657K 0.09%
40,952
-3,872
118
$640K 0.09%
4,684
+930
119
$638K 0.09%
5,000
120
$615K 0.08%
18,343
+2,434
121
$608K 0.08%
1,996
-1,232
122
$584K 0.08%
3,917
-195
123
$565K 0.08%
11,795
-442
124
$547K 0.07%
7,004
+374
125
$543K 0.07%
25,290
-1,750