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
$753M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$6.13M
2 +$5.83M
3 +$5.79M
4
PLD icon
Prologis
PLD
+$5.24M
5
DELL icon
Dell
DELL
+$4.64M

Top Sells

1 +$9.3M
2 +$8.38M
3 +$7.42M
4
MBLY icon
Mobileye
MBLY
+$6.88M
5
B
Barrick Mining
B
+$6.72M

Sector Composition

1 Technology 20.75%
2 Healthcare 13.54%
3 Financials 9.43%
4 Industrials 8.33%
5 Communication Services 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-26,861