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
$406M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$1.59M
3
+$1.36M
4
ETN icon
Eaton
ETN
+$1.3M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.03M

Top Sells

1
+$4.73M
2
+$1.4M
3
+$1.2M
4
HSY icon
Hershey
HSY
+$1.08M
5
DFS
Discover Financial Services
DFS
+$1.07M

Sector Composition

1 Technology 13.86%
2 Healthcare 10.05%
3 Financials 5.84%
4 Industrials 5.46%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.75M 0.92%
37,507
+1,793
27
$3.73M 0.92%
10,754
+44
28
$3.4M 0.84%
32,844
-732
29
$3.34M 0.82%
133,206
-1,972
30
$3.34M 0.82%
134,060
-1,449
31
$3.21M 0.79%
64,760
+930
32
$3.07M 0.76%
25,831
+4,376
33
$3.03M 0.75%
26,130
+632
34
$3.03M 0.75%
19,920
-312
35
$3M 0.74%
25,217
+12
36
$2.97M 0.73%
7,826
+267
37
$2.96M 0.73%
21,165
-2,353
38
$2.89M 0.71%
56,408
-6,398
39
$2.89M 0.71%
9,754
-17
40
$2.87M 0.71%
27,204
+730
41
$2.86M 0.7%
8,691
+1,547
42
$2.85M 0.7%
3,505
+8
43
$2.64M 0.65%
17,984
-3,189
44
$2.63M 0.65%
23,914
-412
45
$2.63M 0.65%
10,917
+5,413
46
$2.59M 0.64%
29,125
+424
47
$2.59M 0.64%
102,917
-3,249
48
$2.55M 0.63%
120,379
-2,166
49
$2.45M 0.6%
17,350
-528
50
$2.38M 0.59%
9,123
-39
1
2
3 4 5