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
126
$1.11M 0.07%
11,445
+1,740
127
$1.01M 0.07%
7,230
+1,061
128
$991K 0.07%
9,895
+202
129
$989K 0.07%
12,632
+759
130
$985K 0.07%
36,000
131
$983K 0.07%
14,187
+194
132
$980K 0.07%
11,364
+2,670
133
$968K 0.07%
20,300
+933
134
$909K 0.06%
608
135
$904K 0.06%
3,826
+55
136
$899K 0.06%
8,129
-29,114
137
$897K 0.06%
2,038
+37
138
$896K 0.06%
4,478
+93
139
$881K 0.06%
5,293
140
$821K 0.06%
75,000
141
$820K 0.06%
5,499
-2,802
142
$768K 0.05%
5,059
143
$761K 0.05%
6,579
+320
144
$749K 0.05%
5,190
145
$740K 0.05%
19,500
146
$728K 0.05%
12,705
+549
147
$718K 0.05%
6,468
+1,917
148
$714K 0.05%
10,048
+141
149
$708K 0.05%
14,105
-2,891
150
$696K 0.05%
13,929
+3,034
4 5
6
7 8