GCA
Greenwood Capital Associates Portfolio holdings
AUM
$804M
1-Year Return
15.52%
This Quarter Return
+11.02%
1 Year Return
+15.52%
3 Year Return
+60.42%
5 Year Return
+131.21%
10 Year Return
+320.75%
AUM
$772M
AUM Growth
+$83.7M
(+12%)
Cap. Flow
+$22.7M
Cap. Flow
% of AUM
2.94%
Top 10 Holdings %
Top 10 Hldgs %
23.79%
Holding
277
New
30
Increased
91
Reduced
113
Closed
31
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$8.5M |
| 2 |
UnitedHealth
UNH
|
+$6.81M |
| 3 |
Stryker
SYK
|
+$6.37M |
| 4 |
Amazon
AMZN
|
+$6.19M |
| 5 |
Novo Nordisk
NVO
|
+$4.28M |
Top Sells
| 1 |
Thermo Fisher Scientific
TMO
|
+$7.01M |
| 2 |
Abbott
ABT
|
+$5.98M |
| 3 |
NXP Semiconductors
NXPI
|
+$5.81M |
| 4 |
SPLK
Splunk Inc
SPLK
|
+$5.24M |
| 5 |
Hologic
HOLX
|
+$5.09M |
Sector Composition
| 1 | Technology | 21.16% |
| 2 | Healthcare | 14.53% |
| 3 | Industrials | 8.48% |
| 4 | Financials | 8.29% |
| 5 | Communication Services | 5.63% |