GCA

Greenwood Capital Associates Portfolio holdings

AUM $867M
1-Year Est. Return 17.95%
This Quarter Est. Return
1 Year Est. Return
+17.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$4.59M
3
+$4.47M
4
GILD icon
Gilead Sciences
GILD
+$4.02M
5
BIIB icon
Biogen
BIIB
+$3.62M

Top Sells

1
+$9.83M
2
+$5.19M
3
+$4.28M
4
ADP icon
Automatic Data Processing
ADP
+$3.45M
5
MDT icon
Medtronic
MDT
+$3.17M

Sector Composition

1 Financials 13.04%
2 Industrials 12.21%
3 Healthcare 10.29%
4 Technology 10.24%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,897
227
– –
-103,498
228
– –
-12,021
229
– –
-2,689
230
– –
-2,571
231
– –
-2,434
232
– –
-25,218
6 7 8 9
10