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
151
$383K 0.09%
11,117
+39
152
$383K 0.09%
3,009
+12
153
$377K 0.09%
791
+4
154
$376K 0.09%
570
-183
155
$376K 0.09%
1,115
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156
$368K 0.09%
1,507
-329
157
$362K 0.09%
708
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158
$361K 0.09%
2,299
-20
159
$361K 0.09%
3,474
-150
160
$349K 0.09%
7,209
-34
161
$348K 0.09%
4,229
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162
$344K 0.08%
2,336
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163
$344K 0.08%
3,403
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164
$341K 0.08%
+424
165
$341K 0.08%
1,343
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166
$336K 0.08%
11,568
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167
$332K 0.08%
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168
$328K 0.08%
2,488
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169
$326K 0.08%
1,991
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170
$325K 0.08%
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-324
171
$320K 0.08%
1,406
-121
172
$315K 0.08%
836
173
$315K 0.08%
2,324
+139
174
$311K 0.08%
12,294
175
$309K 0.08%
9,974
-38,719