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
101
$2.31M 0.16%
+152,273
102
$2.21M 0.15%
50,000
103
$2.18M 0.15%
120,486
-2,540
104
$2.13M 0.14%
8,236
+59
105
$2.03M 0.14%
12,017
+275
106
$1.97M 0.13%
10,278
+750
107
$1.94M 0.13%
16,498
+4,721
108
$1.86M 0.13%
49,025
109
$1.76M 0.12%
3,286
+237
110
$1.7M 0.12%
11,632
+3,112
111
$1.69M 0.11%
6,195
+135
112
$1.69M 0.11%
9,287
+4
113
$1.68M 0.11%
+4,282
114
$1.65M 0.11%
14,326
-58
115
$1.62M 0.11%
36,628
116
$1.49M 0.1%
8,821
+1,124
117
$1.48M 0.1%
6,136
+360
118
$1.44M 0.1%
70,000
-5,000
119
$1.43M 0.1%
8,997
+657
120
$1.34M 0.09%
8,627
+190
121
$1.22M 0.08%
2,844
+183
122
$1.2M 0.08%
63,875
+23,875
123
$1.16M 0.08%
5,906
+67
124
$1.15M 0.08%
3,060
+78
125
$1.15M 0.08%
8,852
3 4
5
6 7