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
51
$3.39M 0.84%
130,074
+5,915
52
$3.27M 0.81%
19,971
-268
53
$3.17M 0.79%
40,516
-565
54
$3.09M 0.77%
16,571
-469
55
$3.07M 0.76%
+133,560
56
$3.01M 0.75%
124,210
-4,630
57
$2.99M 0.74%
19,091
-905
58
$2.94M 0.73%
84,708
-4,611
59
$2.82M 0.7%
121,652
+5,555
60
$2.81M 0.7%
23,754
-817
61
$2.77M 0.69%
+23,435
62
$2.77M 0.69%
39,730
-7,165
63
$2.75M 0.68%
46,605
+1,972
64
$2.75M 0.68%
57,108
-1,993
65
$2.75M 0.68%
19,272
-1,582
66
$2.75M 0.68%
+71,573
67
$2.74M 0.68%
+68,920
68
$2.74M 0.68%
18,771
+7,750
69
$2.67M 0.67%
32,735
+1,655
70
$2.67M 0.66%
91,579
+38,249
71
$2.65M 0.66%
47,427
-730
72
$2.62M 0.65%
+37,646
73
$2.56M 0.64%
+34,988
74
$2.55M 0.63%
66,344
-1,955
75
$2.47M 0.62%
21,349
-19,974
1 2
3
4 5