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
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
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158
$269K 0.07%
303
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159
$266K 0.07%
7,316
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160
$264K 0.07%
534
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161
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3,526
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162
$259K 0.07%
2,904
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$258K 0.07%
1,508
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$257K 0.07%
1,835
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165
$253K 0.06%
1,390
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166
$250K 0.06%
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169
$244K 0.06%
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170
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1,902
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171
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4,195
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172
$239K 0.06%
2,188
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173
$238K 0.06%
2,066
-1,269
174
$237K 0.06%
1,694
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175
$234K 0.06%
1,134
-397