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
$713M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.73M
3
+$5.66M
4
ABT icon
Abbott
ABT
+$5.53M
5
NXPI icon
NXP Semiconductors
NXPI
+$5.05M

Top Sells

1
+$6.59M
2
+$5.6M
3
+$5.18M
4
GEN icon
Gen Digital
GEN
+$5.09M
5
ALB icon
Albemarle
ALB
+$4.95M

Sector Composition

1 Technology 20.47%
2 Healthcare 17.18%
3 Industrials 8.19%
4 Financials 6.45%
5 Communication Services 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.25M 0.74%
182,949
-28,802
52
$5.12M 0.72%
85,045
-584
53
$5.05M 0.71%
+24,650
54
$4.95M 0.69%
108,002
-7,187
55
$4.77M 0.67%
21,496
+1,931
56
$4.68M 0.66%
29,148
-18,212
57
$4.23M 0.59%
24,298
-10,993
58
$4.21M 0.59%
62,328
+51,745
59
$4.16M 0.58%
168,614
+513
60
$3.6M 0.5%
20,001
+3,889
61
$3.39M 0.47%
70,722
+2,685
62
$3.32M 0.47%
9,729
-28
63
$2.98M 0.42%
+69,079
64
$2.97M 0.42%
51,391
+751
65
$2.91M 0.41%
+25,538
66
$2.85M 0.4%
+16,556
67
$2.83M 0.4%
+19,083
68
$2.76M 0.39%
31,462
+59
69
$2.74M 0.38%
+32,105
70
$2.72M 0.38%
17,296
+228
71
$2.71M 0.38%
35,110
+1,430
72
$2.7M 0.38%
72,687
+688
73
$2.67M 0.37%
12,156
74
$2.59M 0.36%
24,094
+247
75
$2.58M 0.36%
28,775
-104
1 2
3
4 5