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
$389M
AUM Growth
+$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$7.77M
3
+$6.96M
4
VMC icon
Vulcan Materials
VMC
+$5.73M
5
BKR icon
Baker Hughes
BKR
+$5.25M

Top Sells

1
+$8.61M
2
+$7.75M
3
+$7.14M
4
MOS icon
The Mosaic Company
MOS
+$7.14M
5
ABT icon
Abbott
ABT
+$7.05M

Sector Composition

1 Healthcare 13.18%
2 Technology 11.51%
3 Communication Services 8.78%
4 Consumer Discretionary 7.99%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.54M 0.65%
33,786
-15,228
52
$2.5M 0.64%
+53,395
53
$2.48M 0.64%
+49,422
54
$2.1M 0.54%
+52,479
55
$2.1M 0.54%
+70,630
56
$2.06M 0.53%
71,836
-69,405
57
$1.99M 0.51%
+61,810
58
$1.86M 0.48%
+52,680
59
$1.81M 0.47%
+48,756
60
$1.63M 0.42%
63,265
-60,096
61
$1.44M 0.37%
20,744
-745
62
$1.37M 0.35%
16,248
+1,232
63
$1.36M 0.35%
5,577
+119
64
$1.34M 0.34%
12,709
+8,433
65
$1.24M 0.32%
13,743
-3,302
66
$1.24M 0.32%
73,785
+10,370
67
$1.17M 0.3%
+33,314
68
$1.16M 0.3%
+33,604
69
$1.11M 0.28%
76,305
+6,120
70
$1.08M 0.28%
+21,535
71
$987K 0.25%
14,438
-1,469
72
$873K 0.22%
6,035
-2,272
73
$871K 0.22%
55,699
-31,143
74
$848K 0.22%
+25,790
75
$780K 0.2%
19,528
-4,470
1 2
3
4 5