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
201
– –
-3,491
202
– –
-4,421
203
– –
-47,170
204
– –
-1,073
205
– –
-858
206
– –
-10,706
207
– –
-768
208
– –
-673
209
– –
-1,075
210
– –
-940
211
– –
-2,473
212
– –
-7,435
213
– –
-11,481
214
– –
-2,227
215
– –
-11,331
216
– –
-1,169
217
– –
-1,352
218
– –
-4,148
219
– –
-1,316
220
– –
-3,745
221
– –
-2,098
222
– –
-554
223
– –
-1,033
224
– –
-28,350
225
– –
-3,805
5 6 7 8
9