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
$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
126
$392K 0.1%
9,527
+107
127
$386K 0.1%
746
-165
128
$385K 0.1%
741
-496
129
$384K 0.1%
7,363
-4,790
130
$380K 0.1%
4,871
-1,491
131
$379K 0.1%
610
+1
132
$375K 0.1%
3,092
133
$362K 0.09%
4,499
134
$357K 0.09%
1,316
+1
135
$352K 0.09%
335
-254
136
$350K 0.09%
1,291
+7
137
$347K 0.09%
706
-386
138
$337K 0.09%
+107
139
$336K 0.09%
379
-132
140
$329K 0.08%
912
-234
141
$325K 0.08%
8,181
-5,265
142
$324K 0.08%
2,203
-1,546
143
$324K 0.08%
+11,389
144
$321K 0.08%
+12,349
145
$320K 0.08%
1,253
-450
146
$316K 0.08%
5,944
-3,770
147
$310K 0.08%
3,800
-1,510
148
$307K 0.08%
4,723
-1,740
149
$303K 0.08%
1,781
-1,242
150
$302K 0.08%
633
-468
4 5
6
7 8