GDP

Great Diamond Partners Portfolio holdings

AUM $473M
1-Year Est. Return 16.36%
This Quarter Est. Return
1 Year Est. Return
+16.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1 +$3.41M
2 +$1.94M
3 +$1.45M
4
MET icon
MetLife
MET
+$1.27M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$1.23M

Top Sells

1 +$5.26M
2 +$1.58M
3 +$1.3M
4
IDXX icon
Idexx Laboratories
IDXX
+$1.24M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.21M

Sector Composition

1 Technology 13.54%
2 Healthcare 11%
3 Financials 7.11%
4 Industrials 5.37%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-6,900
227
-7,480
228
-2,202
229
-1,039
230
-2,137
231
-2,312