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
$365M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$936K
3
+$911K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$906K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$706K

Top Sells

1
+$7.36M
2
+$1.09M
3
+$352K
4
CERN
Cerner Corp
CERN
+$305K
5
VZ icon
Verizon
VZ
+$273K

Sector Composition

1 Technology 14.06%
2 Healthcare 11.52%
3 Financials 7.36%
4 Consumer Discretionary 6.26%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2M 0.55%
36,515
+400
52
$1.98M 0.54%
8,903
+1,730
53
$1.85M 0.51%
71,748
+438
54
$1.81M 0.5%
8,788
+295
55
$1.81M 0.5%
8,735
+79
56
$1.79M 0.49%
20,152
+192
57
$1.78M 0.49%
5,168
-344
58
$1.77M 0.49%
83,076
+1,409
59
$1.75M 0.48%
5,161
+38
60
$1.7M 0.47%
20,982
-2,502
61
$1.64M 0.45%
79,320
+120
62
$1.57M 0.43%
26,150
+251
63
$1.46M 0.4%
17,071
+85
64
$1.4M 0.38%
8,289
+1,459
65
$1.33M 0.37%
79,161
+2,631
66
$1.27M 0.35%
8,482
+17
67
$1.26M 0.34%
22,243
-92
68
$1.23M 0.34%
16,311
-3
69
$1.19M 0.33%
9,306
+288
70
$1.19M 0.33%
23,662
+744
71
$1.18M 0.32%
7,672
+346
72
$1.17M 0.32%
27,928
+2,095
73
$1.14M 0.31%
4,210
+45
74
$1.11M 0.3%
44,799
+153
75
$1.09M 0.3%
50,447
+995
1 2
3
4 5