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
$688M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$4.47M
3
+$4.26M
4
COP icon
ConocoPhillips
COP
+$4.15M
5
PINS icon
Pinterest
PINS
+$3.92M

Top Sells

1
+$7.39M
2
+$7.02M
3
+$6.2M
4
QCOM icon
Qualcomm
QCOM
+$4.57M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.33M

Sector Composition

1 Technology 20.37%
2 Healthcare 14.79%
3 Industrials 8.48%
4 Financials 7.22%
5 Energy 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.9M 0.71%
19,080
-6,282
52
$4.68M 0.68%
83,672
-1,373
53
$4.47M 0.65%
+26,696
54
$4.46M 0.65%
46,669
-15,857
55
$4.27M 0.62%
52,294
+20,189
56
$4.26M 0.62%
+212,295
57
$4.15M 0.6%
+34,673
58
$4.11M 0.6%
168,018
-596
59
$4M 0.58%
45,313
+13,851
60
$3.93M 0.57%
85,360
+16,281
61
$3.92M 0.57%
+145,119
62
$3.91M 0.57%
79,091
+8,369
63
$3.85M 0.56%
+65,586
64
$3.82M 0.56%
+18,847
65
$3.73M 0.54%
21,414
+4,858
66
$3.59M 0.52%
24,041
-257
67
$3.56M 0.52%
+13,022
68
$3.38M 0.49%
9,645
-84
69
$3.22M 0.47%
77,931
+46,770
70
$3.2M 0.47%
107,220
+64,073
71
$3.19M 0.46%
72,214
+19,564
72
$3.18M 0.46%
18,883
+1,587
73
$3.18M 0.46%
55,273
+3,882
74
$3.17M 0.46%
287,615
+117,667
75
$3.09M 0.45%
19,957
-9,191
1 2
3
4 5