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
$694M
AUM Growth
-$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.62M
3
+$4.61M
4
AMZN icon
Amazon
AMZN
+$3.1M
5
NFLX icon
Netflix
NFLX
+$755K

Top Sells

1
+$5.8M
2
+$4.63M
3
+$4.08M
4
RTX icon
RTX Corp
RTX
+$3.62M
5
NWL icon
Newell Brands
NWL
+$3.49M

Sector Composition

1 Consumer Staples 31.4%
2 Healthcare 10.29%
3 Technology 10.2%
4 Industrials 10.03%
5 Financials 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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179
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180
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182
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-2,591
183
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184
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186
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187
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188
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-6,992
189
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-3,667
4 5 6 7
8