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
$1.46B
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.9M
3
+$11.5M
4
MRK icon
Merck
MRK
+$9.46M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$7.79M

Top Sells

1
+$17.2M
2
+$9.47M
3
+$6.92M
4
ZS icon
Zscaler
ZS
+$6.26M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.78M

Sector Composition

1 Technology 20.27%
2 Energy 8.4%
3 Industrials 8.13%
4 Healthcare 7.01%
5 Financials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$452K 0.03%
1,100
177
$445K 0.03%
8,372
+243
178
$444K 0.03%
1,139
-54
179
$426K 0.03%
1,815
-57
180
$423K 0.03%
7,284
+491
181
$417K 0.03%
6,437
+251
182
$414K 0.03%
6,113
+1,100
183
$410K 0.03%
29,234
+680
184
$391K 0.03%
2,000
185
$391K 0.03%
8,115
186
$391K 0.03%
4,282
+365
187
$369K 0.03%
+2,155
188
$367K 0.02%
2,384
189
$365K 0.02%
+3,447
190
$359K 0.02%
8,778
+3,229
191
$357K 0.02%
28,781
-7,082
192
$354K 0.02%
813
+46
193
$353K 0.02%
5,100
-40
194
$351K 0.02%
+5,054
195
$347K 0.02%
38,783
196
$346K 0.02%
20,657
+5,657
197
$341K 0.02%
5,000
198
$317K 0.02%
+801
199
$316K 0.02%
4,037
+324
200
$315K 0.02%
1,434
+156
6 7
8
9 10