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
201
$305K 0.02%
10,670
+1,002
202
$305K 0.02%
+4,362
203
$304K 0.02%
+4,470
204
$301K 0.02%
+2,174
205
$298K 0.02%
20,000
+10,000
206
$296K 0.02%
+9,130
207
$295K 0.02%
9,621
-180
208
$292K 0.02%
5,795
-827
209
$291K 0.02%
3,356
210
$284K 0.02%
2,312
211
$283K 0.02%
+2,362
212
$279K 0.02%
+5,641
213
$271K 0.02%
36,705
+35
214
$268K 0.02%
5,000
215
$266K 0.02%
2,996
+293
216
$255K 0.02%
6,065
+868
217
$253K 0.02%
6,100
218
$252K 0.02%
4,564
219
$251K 0.02%
1,375
220
$246K 0.02%
+1,652
221
$240K 0.02%
2,900
222
$238K 0.02%
+2,935
223
$237K 0.02%
1,362
+27
224
$233K 0.02%
+2,259
225
$232K 0.02%
5,234
-15,263
7 8
9
10 11