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
176
$308K 0.08%
1,383
+155
177
$302K 0.07%
5,947
178
$298K 0.07%
+3,856
179
$294K 0.07%
1,364
-47
180
$292K 0.07%
1,058
-11
181
$290K 0.07%
1,255
-6
182
$290K 0.07%
1,453
+332
183
$290K 0.07%
968
+28
184
$288K 0.07%
+6,300
185
$288K 0.07%
4,207
-44
186
$287K 0.07%
4,520
+4
187
$286K 0.07%
4,397
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188
$286K 0.07%
3,398
-2,225
189
$278K 0.07%
1,859
+9
190
$275K 0.07%
1,467
-25
191
$273K 0.07%
564
192
$271K 0.07%
6,174
-1,042
193
$270K 0.07%
3,384
-7
194
$268K 0.07%
2,110
-27
195
$267K 0.07%
5,448
-74
196
$266K 0.07%
2,909
-358
197
$265K 0.07%
15,811
-9,784
198
$259K 0.06%
2,749
+1
199
$258K 0.06%
4,499
200
$249K 0.06%
4,166
6 7
8
9 10