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
76
$1.37M 0.34%
5,254
-16
77
$1.36M 0.34%
+25,283
78
$1.33M 0.33%
2,727
+265
79
$1.24M 0.3%
4,694
+127
80
$1.16M 0.29%
10,723
-356
81
$1.15M 0.28%
25,140
+885
82
$1.14M 0.28%
3,203
-23
83
$1.1M 0.27%
12,039
-271
84
$1.06M 0.26%
41,910
+1,260
85
$1.06M 0.26%
20,151
-1,131
86
$1.03M 0.25%
2,230
+153
87
$1.03M 0.25%
11,369
+1,003
88
$1M 0.25%
6,406
-2,453
89
$997K 0.25%
36,007
+2,653
90
$995K 0.25%
19,405
+1,235
91
$985K 0.24%
4,011
+165
92
$982K 0.24%
21,688
-347
93
$974K 0.24%
2,283
-1
94
$970K 0.24%
11,762
+5,932
95
$947K 0.23%
10,502
+878
96
$926K 0.23%
5,444
+53
97
$875K 0.22%
5,029
-5,190
98
$856K 0.21%
3,936
+241
99
$848K 0.21%
4,197
+136
100
$836K 0.21%
1,575
+164
2 3
4
5 6