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
$713M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.73M
3
+$5.66M
4
ABT icon
Abbott
ABT
+$5.53M
5
NXPI icon
NXP Semiconductors
NXPI
+$5.05M

Top Sells

1
+$6.59M
2
+$5.6M
3
+$5.18M
4
GEN icon
Gen Digital
GEN
+$5.09M
5
ALB icon
Albemarle
ALB
+$4.95M

Sector Composition

1 Technology 20.47%
2 Healthcare 17.18%
3 Industrials 8.19%
4 Financials 6.45%
5 Communication Services 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-9,013
252
– –
-22,839
253
– –
-27,374
254
– –
-427
255
– –
-45,006
256
– –
-36,071
7 8 9 10
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