GC

Gratus Capital Portfolio holdings

AUM $2.48B
1-Year Est. Return 32.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.89%
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
+$8.08M
2
+$7.52M
3
+$6.44M
4
GGG icon
Graco
GGG
+$6.38M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.38M

Top Sells

1
+$6.37M
2
+$2.22M
3
+$2.08M
4
DD icon
DuPont de Nemours
DD
+$2.06M
5
PWV icon
Invesco Large Cap Value ETF
PWV
+$1.34M

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
– –
-4,242
178
– –
-111,437
179
– –
-9,459
180
– –
-2,902
181
– –
-10,000
4 5 6 7
8