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
51
$2.28M 0.56%
20,891
+323
52
$2.13M 0.52%
29,387
-340
53
$2.11M 0.52%
5,974
-506
54
$1.95M 0.48%
11,158
-29
55
$1.93M 0.48%
42,735
+1,134
56
$1.89M 0.47%
16,940
-130
57
$1.81M 0.45%
28,695
+49
58
$1.75M 0.43%
17,238
-3,537
59
$1.75M 0.43%
16,097
-24
60
$1.71M 0.42%
28,637
+215
61
$1.69M 0.42%
13,364
+101
62
$1.69M 0.42%
27,742
-10,857
63
$1.68M 0.41%
10,829
+204
64
$1.66M 0.41%
46,897
+8,479
65
$1.62M 0.4%
17,361
-7,930
66
$1.62M 0.4%
36,222
+177
67
$1.61M 0.4%
6,133
-23
68
$1.59M 0.39%
+19,630
69
$1.57M 0.39%
9,189
-1,312
70
$1.55M 0.38%
9,125
+6,056
71
$1.54M 0.38%
64,430
+4,207
72
$1.53M 0.38%
7,284
+59
73
$1.51M 0.37%
3,336
-85
74
$1.43M 0.35%
9,931
-234
75
$1.42M 0.35%
5,717
-377
1 2
3
4 5