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
76
$1.33M 0.34%
2,900
-83
77
$1.31M 0.33%
1,840
-1,045
78
$1.21M 0.31%
6,101
-376
79
$1.18M 0.3%
6,781
+4,244
80
$1.18M 0.3%
10,801
-389
81
$1.16M 0.29%
22,656
-422
82
$1.15M 0.29%
5,575
-1,475
83
$1.13M 0.29%
9,653
-3,146
84
$1.09M 0.28%
32,526
-536
85
$1.09M 0.28%
38,541
-567
86
$1.06M 0.27%
17,916
-180
87
$1.04M 0.26%
1,642
-546
88
$1.01M 0.26%
8,591
-2,821
89
$921K 0.23%
1,888
90
$917K 0.23%
3,349
-1,223
91
$891K 0.23%
1,805
-375
92
$812K 0.21%
15,154
+553
93
$808K 0.21%
41,761
-865
94
$787K 0.2%
20,127
-2,427
95
$768K 0.2%
20,436
-100
96
$765K 0.19%
16,087
-153
97
$762K 0.19%
6,519
-460
98
$746K 0.19%
3,381
-848
99
$745K 0.19%
1,204
-420
100
$737K 0.19%
2,991
-726
2 3
4
5 6