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
26
$4.87M 1.21%
32,277
-1,016
27
$4.71M 1.17%
40,567
-200
28
$4.58M 1.14%
238,048
-3,727
29
$4.57M 1.14%
57,145
+4,508
30
$4.47M 1.11%
+127,480
31
$4.44M 1.1%
61,026
-1,632
32
$4.34M 1.08%
80,845
-1,524
33
$4.28M 1.06%
127,301
-2,685
34
$4.27M 1.06%
30,574
-364
35
$4.16M 1.03%
109,229
+28,216
36
$4.04M 1%
85,988
-2,735
37
$4M 0.99%
62,691
-1,731
38
$3.91M 0.97%
106,620
-2,936
39
$3.9M 0.97%
86,649
-2,367
40
$3.88M 0.96%
66,870
-7,285
41
$3.85M 0.96%
54,279
+6,997
42
$3.76M 0.93%
250,134
+10,935
43
$3.75M 0.93%
38,776
-2,660
44
$3.74M 0.93%
66,658
+1,445
45
$3.71M 0.92%
41,398
-3,500
46
$3.62M 0.9%
+11,575
47
$3.6M 0.89%
+74,437
48
$3.47M 0.86%
54,142
-2,456
49
$3.43M 0.85%
122,781
+6,405
50
$3.42M 0.85%
18,320
-1,109
1
2
3 4 5