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
$583M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.92M
3
+$3.28M
4
CVS icon
CVS Health
CVS
+$2.49M
5
SPLK
Splunk Inc
SPLK
+$2.29M

Top Sells

1
+$4.27M
2
+$3.59M
3
+$2.85M
4
DBX icon
Dropbox
DBX
+$2.68M
5
LOW icon
Lowe's Companies
LOW
+$2.07M

Sector Composition

1 Healthcare 19.13%
2 Technology 14.13%
3 Industrials 7.97%
4 Communication Services 6.8%
5 Energy 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.77M 0.65%
52,027
-10,700
52
$3.68M 0.63%
13,335
-2,623
53
$3.65M 0.63%
42,427
-8,763
54
$3.53M 0.61%
70,798
-2,595
55
$3.28M 0.56%
+26,970
56
$3.21M 0.55%
64,157
-39,564
57
$2.85M 0.49%
35,866
+437
58
$2.75M 0.47%
36,551
-17,423
59
$2.72M 0.47%
28,527
+26,147
60
$2.63M 0.45%
29,668
+11,747
61
$2.55M 0.44%
103,718
-55,166
62
$2.47M 0.42%
17,177
+562
63
$2.46M 0.42%
103,510
+240
64
$2.34M 0.4%
37,887
+1,486
65
$2.29M 0.39%
+30,392
66
$2.19M 0.38%
23,520
+345
67
$2.11M 0.36%
+110,629
68
$2.05M 0.35%
48,084
-2,268
69
$1.99M 0.34%
59,553
-15,752
70
$1.98M 0.34%
+29,954
71
$1.94M 0.33%
51,165
+3,812
72
$1.82M 0.31%
131,080
-48,006
73
$1.8M 0.31%
13,278
+11,752
74
$1.8M 0.31%
+44,175
75
$1.73M 0.3%
+73,640
1 2
3
4 5