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
$680M
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$7.8M
3
+$6.76M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.46M
5
GGG icon
Graco
GGG
+$6.26M

Top Sells

1
+$6.37M
2
+$2.38M
3
+$2.13M
4
DD icon
DuPont de Nemours
DD
+$1.98M
5
PWV icon
Invesco Large Cap Value ETF
PWV
+$1.36M

Sector Composition

1 Consumer Staples 34.55%
2 Financials 10.83%
3 Healthcare 10.25%
4 Industrials 9.41%
5 Technology 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$57K 0.01%
+11,410
177
– –
-111,437
178
– –
-9,459
179
– –
-2,902
180
– –
-4,242
181
– –
-10,000
4 5 6 7
8