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
$322M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$2.54M
3
+$2.42M
4
GM icon
General Motors
GM
+$2.4M
5
PVH icon
PVH
PVH
+$2.35M

Top Sells

1
+$3.09M
2
+$2.43M
3
+$2.28M
4
EMC
EMC CORPORATION
EMC
+$2.24M
5
CSCO icon
Cisco
CSCO
+$2.19M

Sector Composition

1 Industrials 13.47%
2 Technology 11.52%
3 Communication Services 11.23%
4 Consumer Discretionary 10.88%
5 Healthcare 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.65M 0.82%
102,024
+3
52
$2.61M 0.81%
45,421
+1,365
53
$2.61M 0.81%
46,378
+21,760
54
$2.58M 0.8%
22,100
-425
55
$2.55M 0.79%
22,105
+1,983
56
$2.54M 0.79%
46,066
-3,796
57
$2.52M 0.78%
47,277
+24,199
58
$2.52M 0.78%
54,973
+49
59
$2.42M 0.75%
+17,875
60
$2.4M 0.74%
+58,664
61
$2.35M 0.73%
+17,268
62
$2.35M 0.73%
31,160
+670
63
$2.28M 0.71%
22,525
-2,429
64
$2.23M 0.69%
23,683
+4,295
65
$2.22M 0.69%
37,811
+3,454
66
$2.12M 0.66%
17,392
-1,725
67
$2.01M 0.62%
30,251
-403
68
$1.98M 0.62%
25,543
-2,310
69
$1.95M 0.61%
52,914
-1,248
70
$1.92M 0.6%
99,924
+2,847
71
$1.92M 0.6%
23,306
-3,398
72
$1.86M 0.58%
20,922
+2,293
73
$1.84M 0.57%
25,851
+2,920
74
$1.82M 0.57%
35,857
+4,611
75
$1.75M 0.54%
14,030
-926
1 2
3
4 5