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
126
$577K 0.08%
14,864
127
$570K 0.08%
11,399
+319
128
$566K 0.08%
6,102
+4
129
$558K 0.08%
22,989
-697
130
$539K 0.08%
4,316
131
$535K 0.08%
2,084
132
$527K 0.08%
6,050
133
$507K 0.07%
6,500
134
$495K 0.07%
21,149
-412
135
$488K 0.07%
5,699
+520
136
$448K 0.06%
+18,500
137
$430K 0.06%
8,053
138
$424K 0.06%
9,350
139
$402K 0.06%
12,064
140
$398K 0.06%
14,693
+541
141
$397K 0.06%
12,432
142
$381K 0.05%
9,206
143
$377K 0.05%
10,594
-545
144
$372K 0.05%
8,618
+1
145
$366K 0.05%
375
-10
146
$354K 0.05%
5,039
147
$350K 0.05%
2,957
148
$341K 0.05%
6,031
149
$334K 0.05%
16,214
-410,346
150
$332K 0.05%
5,000
4 5
6
7 8