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

Top Buys

1 +$5.49M
2 +$2.59M
3 +$1.77M
4
INTC icon
Intel
INTC
+$1.67M
5
UHAL icon
U-Haul Holding Co
UHAL
+$1.27M

Top Sells

1 +$8.45M
2 +$8.19M
3 +$5.39M
4
AMGN icon
Amgen
AMGN
+$4.84M
5
NWL icon
Newell Brands
NWL
+$3.1M

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