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
$301M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$1.94M
3
+$1.45M
4
MET icon
MetLife
MET
+$1.27M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$1.23M

Top Sells

1
+$5.26M
2
+$1.58M
3
+$1.3M
4
IDXX icon
Idexx Laboratories
IDXX
+$1.24M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.21M

Sector Composition

1 Technology 13.54%
2 Healthcare 11%
3 Financials 7.11%
4 Industrials 5.37%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.52%
6,096
+120
52
$1.55M 0.51%
8,899
-80
53
$1.53M 0.51%
6,455
+93
54
$1.47M 0.49%
82,968
-7,506
55
$1.45M 0.48%
58,254
-58
56
$1.45M 0.48%
+17,515
57
$1.37M 0.46%
26,135
+2,034
58
$1.27M 0.42%
+20,218
59
$1.23M 0.41%
+14,264
60
$1.18M 0.39%
6,502
-1,992
61
$1.17M 0.39%
30,586
+857
62
$1.15M 0.38%
7,522
+123
63
$1.14M 0.38%
26,297
+6,216
64
$1.12M 0.37%
19,283
+3,397
65
$1.11M 0.37%
22,197
66
$1.08M 0.36%
45,306
-552
67
$1.06M 0.35%
48,445
-5,533
68
$1.06M 0.35%
+38,715
69
$1.02M 0.34%
12,143
+901
70
$1.01M 0.34%
25,930
+460
71
$1.01M 0.34%
66,640
+520
72
$1.01M 0.34%
4,731
-154
73
$1.01M 0.34%
+11,078
74
$996K 0.33%
35,315
-11
75
$970K 0.32%
+19,375
1 2
3
4 5