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
151
$297K 0.04%
+2,803
152
$294K 0.04%
1,092
+4
153
$288K 0.04%
+1,900
154
$284K 0.04%
8,100
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155
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2,010
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156
$276K 0.04%
2,400
157
$273K 0.04%
2,362
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158
$271K 0.04%
4,485
+1,226
159
$257K 0.03%
1,050
160
$256K 0.03%
+5,600
161
$255K 0.03%
5,534
+56
162
$238K 0.03%
1,509
163
$237K 0.03%
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164
$232K 0.03%
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165
$230K 0.03%
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166
$229K 0.03%
4,271
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167
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168
$220K 0.03%
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169
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170
$215K 0.03%
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171
$214K 0.03%
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172
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+2,275
173
$206K 0.03%
+6,842
174
$205K 0.03%
+2,450
175
$202K 0.03%
+2,100