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
$832M
AUM Growth
+$85.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$9.85M
3 +$8.69M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$8.39M
5
INTU icon
Intuit
INTU
+$7.79M

Top Sells

1 +$11M
2 +$10.4M
3 +$8.06M
4
GILD icon
Gilead Sciences
GILD
+$7.78M
5
AKAM icon
Akamai
AKAM
+$6.47M

Sector Composition

1 Technology 17.64%
2 Financials 12.68%
3 Healthcare 9.74%
4 Industrials 9.11%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-11,496