GDP

Great Diamond Partners Portfolio holdings

AUM $516M
1-Year Est. Return 17.29%
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$394M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.92M
3
+$1.73M
4
EVR icon
Evercore
EVR
+$1.57M
5
TSM icon
TSMC
TSM
+$737K

Top Sells

1
+$2.47M
2
+$2.26M
3
+$2.19M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.02M
5
NUE icon
Nucor
NUE
+$1.93M

Sector Composition

1 Technology 13.35%
2 Healthcare 9.28%
3 Financials 7%
4 Industrials 4.97%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.87M 0.98%
18,637
-3,217
27
$3.66M 0.93%
21,484
-6,459
28
$3.6M 0.92%
30,261
-6,279
29
$3.54M 0.9%
10,013
-1,748
30
$3.44M 0.88%
8,502
-1,672
31
$3.4M 0.86%
133,176
-44
32
$3.39M 0.86%
7,925
-1,240
33
$3.39M 0.86%
12,252
-2,097
34
$3.36M 0.85%
133,300
-641
35
$3.33M 0.85%
24,798
-164
36
$3.3M 0.84%
7,034
-782
37
$3.21M 0.82%
9,695
-1,400
38
$2.91M 0.74%
3,065
-478
39
$2.91M 0.74%
15,607
-3,657
40
$2.81M 0.71%
4,798
-951
41
$2.76M 0.7%
24,665
-3,394
42
$2.62M 0.67%
28,029
-100
43
$2.57M 0.65%
77,213
+754
44
$2.53M 0.64%
98,273
-1,376
45
$2.5M 0.63%
14,928
-2,132
46
$2.43M 0.62%
115,829
-1,031
47
$2.4M 0.61%
9,458
+6,198
48
$2.29M 0.58%
20,077
-3,245
49
$2.28M 0.58%
13,160
-2,663
50
$2.16M 0.55%
17,003
+169
1
2
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