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
51
$2.13M 0.54%
35,866
-6,452
52
$2.11M 0.54%
26,505
-855
53
$2.11M 0.54%
24,932
-4,117
54
$2.07M 0.53%
12,461
-6,897
55
$2.06M 0.52%
15,989
+147
56
$2.04M 0.52%
13,620
+174
57
$2.02M 0.51%
+19,744
58
$1.99M 0.51%
22,292
+212
59
$1.98M 0.5%
33,457
+351
60
$1.92M 0.49%
+8,778
61
$1.83M 0.47%
24,839
-4,388
62
$1.8M 0.46%
7,315
+169
63
$1.77M 0.45%
16,043
-2,020
64
$1.75M 0.44%
16,595
-9,505
65
$1.73M 0.44%
+13,979
66
$1.72M 0.44%
31,599
-3,331
67
$1.71M 0.43%
2,980
-1,759
68
$1.7M 0.43%
6,188
-2,822
69
$1.67M 0.42%
8,452
-1,712
70
$1.52M 0.39%
62,532
+1,580
71
$1.49M 0.38%
14,335
-2,726
72
$1.44M 0.37%
12,662
-7,114
73
$1.36M 0.35%
2,335
-554
74
$1.36M 0.35%
5,202
-3,626
75
$1.34M 0.34%
5,128
-906
1 2
3
4 5