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
$426M
AUM Growth
-$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$607K
2 +$572K
3 +$415K
4
WSM icon
Williams-Sonoma
WSM
+$296K
5
IFF icon
International Flavors & Fragrances
IFF
+$235K

Top Sells

1 +$1.54M
2 +$1.12M
3 +$1.06M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.02M
5
PSA icon
Public Storage
PSA
+$714K

Sector Composition

1 Technology 14.65%
2 Healthcare 9.94%
3 Financials 6.4%
4 Industrials 5.58%
5 Consumer Discretionary 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$366K 0.09%
2,932
-41
152
$359K 0.08%
8,170
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153
$355K 0.08%
6,463
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3,335
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$342K 0.08%
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554
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2,098
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4,421
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175
$286K 0.07%
2,598
-143