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
151
$302K 0.08%
1,632
-1,120
152
$299K 0.08%
359
-86
153
$295K 0.08%
1,230
-396
154
$289K 0.07%
1,855
-705
155
$285K 0.07%
5,438
156
$283K 0.07%
1,499
157
$274K 0.07%
984
-7
158
$269K 0.07%
303
-103
159
$266K 0.07%
7,316
-97
160
$264K 0.07%
534
+7
161
$260K 0.07%
3,526
-980
162
$259K 0.07%
2,904
-253
163
$258K 0.07%
1,508
-548
164
$257K 0.07%
1,835
-763
165
$253K 0.06%
1,390
-553
166
$250K 0.06%
1,472
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167
$249K 0.06%
1,127
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168
$245K 0.06%
1,673
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169
$244K 0.06%
2,963
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170
$242K 0.06%
1,902
-45
171
$242K 0.06%
4,195
-1,678
172
$239K 0.06%
2,188
-68
173
$238K 0.06%
2,066
-1,269
174
$237K 0.06%
1,694
-890
175
$234K 0.06%
1,134
-397
5 6
7
8 9