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
$369M
AUM Growth
-$9.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1 +$3.35M
2 +$1.39M
3 +$1.04M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$834K
5
PH icon
Parker-Hannifin
PH
+$809K

Top Sells

1 +$859K
2 +$719K
3 +$651K
4
KR icon
Kroger
KR
+$578K
5
DFS
Discover Financial Services
DFS
+$540K

Sector Composition

1 Technology 13.11%
2 Healthcare 10.15%
3 Financials 6.09%
4 Industrials 4.62%
5 Consumer Discretionary 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-2,025
227
-15,657
228
-12,289
229
-2,440
230
-1,428
231
-4,117
232
-813
233
-4,287
234
-3,987
235
-13,943
236
-779