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
$381M
AUM Growth
-$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$7.32M
3
+$5.74M
4
BIIB icon
Biogen
BIIB
+$5.42M
5
BMY icon
Bristol-Myers Squibb
BMY
+$4.73M

Top Sells

1
+$22.6M
2
+$18.3M
3
+$14.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$14.2M
5
DIS icon
Walt Disney
DIS
+$12.5M

Sector Composition

1 Technology 16.28%
2 Healthcare 13.91%
3 Materials 7.18%
4 Energy 7.06%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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240
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6 7 8 9
10