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
$747M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$7.95M
3 +$7.89M
4
T icon
AT&T
T
+$7.85M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$7.38M

Sector Composition

1 Technology 16.75%
2 Healthcare 11.37%
3 Financials 10.52%
4 Consumer Discretionary 8.85%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$201K 0.03%
+5,195
177
$179K 0.02%
56,723
178
$153K 0.02%
10,549
179
$142K 0.02%
6,054
180
$127K 0.02%
10,945
181
$79K 0.01%
15,768
-200
182
$23K ﹤0.01%
734
183
-124,752
184
-130,190
185
-10,000
186
-7,000
187
-2,500
188
-4,040
189
-455
190
-10,000
191
-710,311
192
-50,000
193
-43,876
194
-50,819