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
$325M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.85%
2 Healthcare 11.52%
3 Financials 6.32%
4 Consumer Discretionary 6.13%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-3,845
202
-15,383