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
151
$690K 0.05%
37,968
+17,476
152
$670K 0.05%
+4,425
153
$661K 0.04%
6,826
+420
154
$657K 0.04%
3,094
+299
155
$631K 0.04%
17,736
+4,696
156
$627K 0.04%
3,684
157
$619K 0.04%
3,983
+72
158
$618K 0.04%
33,379
159
$582K 0.04%
3,175
-60
160
$577K 0.04%
21,110
+488
161
$562K 0.04%
10,445
+5,141
162
$559K 0.04%
1,670
+120
163
$546K 0.04%
17,160
164
$534K 0.04%
+2,321
165
$509K 0.03%
5,501
+805
166
$508K 0.03%
8,644
167
$498K 0.03%
3,040
+3
168
$484K 0.03%
+29,118
169
$483K 0.03%
3,754
-70
170
$474K 0.03%
5,190
171
$471K 0.03%
11,132
172
$468K 0.03%
5,000
173
$457K 0.03%
16,702
+2,846
174
$454K 0.03%
3,756
175
$454K 0.03%
13,723
+3,483
5 6
7
8 9