GDP

Great Diamond Partners Portfolio holdings

AUM $520M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
-$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$637K
2 +$603K
3 +$425K
4
WSM icon
Williams-Sonoma
WSM
+$313K
5
NVT icon
nVent Electric
NVT
+$231K

Top Sells

1 +$1.38M
2 +$1.08M
3 +$1.03M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.03M
5
PSA icon
Public Storage
PSA
+$714K

Sector Composition

1 Technology 14.65%
2 Healthcare 9.94%
3 Financials 6.4%
4 Industrials 5.58%
5 Consumer Discretionary 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-713