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
$700M
AUM Growth
+$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.4M
3
+$1.88M
4
INTC icon
Intel
INTC
+$1.77M
5
UHAL icon
U-Haul Holding Co
UHAL
+$1.26M

Top Sells

1
+$8.43M
2
+$8.19M
3
+$5.4M
4
AMGN icon
Amgen
AMGN
+$4.57M
5
NWL icon
Newell Brands
NWL
+$2.93M

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
176
$144K 0.02%
3,667
177
$139K 0.02%
+12,647
178
$110K 0.02%
16,775
179
$92K 0.01%
5,721
180
$75K 0.01%
12,830
181
$69K 0.01%
12,500
182
$32K ﹤0.01%
13,000
183
$15K ﹤0.01%
400
184
– –
-17,311
185
– –
-2,732
186
– –
-73,800
4 5 6 7
8