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
101
$729K 0.19%
10,145
-1,854
102
$702K 0.18%
5,342
-352
103
$677K 0.17%
3,213
-1,831
104
$675K 0.17%
10,228
-1,766
105
$673K 0.17%
5,337
-196
106
$641K 0.16%
3,530
-654
107
$635K 0.16%
4,178
-3,209
108
$602K 0.15%
+1,116
109
$593K 0.15%
6,084
-2,672
110
$578K 0.15%
6,007
-3,979
111
$572K 0.15%
1,880
-7,199
112
$558K 0.14%
6,911
-3,762
113
$550K 0.14%
13,142
-261
114
$539K 0.14%
4,816
-702
115
$537K 0.14%
+4,296
116
$518K 0.13%
6,149
-100
117
$517K 0.13%
3,193
-1,746
118
$484K 0.12%
1,269
+7
119
$478K 0.12%
1,027
-682
120
$471K 0.12%
+1,094
121
$455K 0.12%
1,650
-1,294
122
$452K 0.11%
874
+1
123
$439K 0.11%
5,474
-3,833
124
$418K 0.11%
467
-149
125
$409K 0.1%
8,234
+64
3 4
5
6 7