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
$410M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$5.04M
3
+$4.43M
4
MOS icon
The Mosaic Company
MOS
+$4.01M
5
VFC icon
VF Corp
VFC
+$3.91M

Top Sells

1
+$9.87M
2
+$4.8M
3
+$4.64M
4
C icon
Citigroup
C
+$4.43M
5
DD icon
DuPont de Nemours
DD
+$4.42M

Sector Composition

1 Technology 12.87%
2 Financials 12.39%
3 Industrials 12.11%
4 Healthcare 9.03%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.63M 0.88%
48,809
+1,781
52
$3.6M 0.88%
143,233
+10,129
53
$3.58M 0.87%
+147,185
54
$3.36M 0.82%
53,070
-8,823
55
$3.29M 0.8%
+53,256
56
$3.14M 0.77%
48,057
+1,024
57
$3.13M 0.76%
37,148
-2,637
58
$3.12M 0.76%
11,378
-190
59
$3.1M 0.75%
51,689
+3,541
60
$3.08M 0.75%
133,009
+8,397
61
$2.97M 0.72%
81,017
-5,850
62
$2.95M 0.72%
54,678
-1,367
63
$2.83M 0.69%
27,201
-13,036
64
$2.78M 0.68%
+41,295
65
$2.71M 0.66%
30,369
+7,553
66
$2.7M 0.66%
104,009
+6,392
67
$2.7M 0.66%
29,100
+2,426
68
$2.67M 0.65%
15,696
+130
69
$2.63M 0.64%
111,690
-9,470
70
$2.63M 0.64%
+54,895
71
$2.6M 0.63%
36,223
+11,560
72
$2.5M 0.61%
+64,050
73
$2.44M 0.59%
+23,307
74
$2.26M 0.55%
52,188
-81,088
75
$2.23M 0.54%
40,332
+4,219
1 2
3
4 5