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
151
$329K 0.05%
5,189
152
$306K 0.04%
5,001
-235
153
$300K 0.04%
4,589
154
$300K 0.04%
9,300
155
$300K 0.04%
5,534
156
$290K 0.04%
8,400
157
$289K 0.04%
1,300
158
$274K 0.04%
9,800
159
$256K 0.04%
4,200
160
$250K 0.04%
920
161
$242K 0.03%
16,116
+12
162
$231K 0.03%
2,460
+2
163
$226K 0.03%
+1,142
164
$226K 0.03%
+4,180
165
$225K 0.03%
7,423
-404
166
$221K 0.03%
7,767
+343
167
$218K 0.03%
11,450
168
$218K 0.03%
2,696
169
$214K 0.03%
13,699
170
$214K 0.03%
+1,084
171
$206K 0.03%
+7,595
172
$205K 0.03%
17,851
173
$203K 0.03%
6,950
174
$201K 0.03%
3,850
175
$164K 0.02%
18,257
4 5 6
7
8