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
$772M
AUM Growth
+$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$6.81M
3
+$6.37M
4
AMZN icon
Amazon
AMZN
+$6.19M
5
NVO icon
Novo Nordisk
NVO
+$4.28M

Top Sells

1
+$7.01M
2
+$5.98M
3
+$5.81M
4
SPLK
Splunk Inc
SPLK
+$5.24M
5
HOLX icon
Hologic
HOLX
+$5.09M

Sector Composition

1 Technology 21.16%
2 Healthcare 14.53%
3 Industrials 8.48%
4 Financials 8.29%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.27M 0.81%
69,411
-3,371
52
$6.1M 0.79%
21,173
-46
53
$5.85M 0.76%
62,696
+10,402
54
$5.32M 0.69%
184,926
+11,853
55
$5.29M 0.69%
142,726
-2,393
56
$5.14M 0.67%
362,656
+75,041
57
$5.05M 0.65%
46,523
-146
58
$4.95M 0.64%
19,145
+65
59
$4.94M 0.64%
83,785
+113
60
$4.62M 0.6%
45,341
+28
61
$4.52M 0.59%
52,091
+21,251
62
$4.33M 0.56%
200,978
-11,317
63
$4.28M 0.55%
+41,395
64
$4.26M 0.55%
60,561
+18,536
65
$4.2M 0.54%
36,149
+1,476
66
$4.17M 0.54%
123,817
-57,025
67
$4.16M 0.54%
165,473
-2,545
68
$4.09M 0.53%
26,861
-34,393
69
$4.02M 0.52%
27,826
+13,801
70
$4.02M 0.52%
21,396
+1,439
71
$3.78M 0.49%
72,784
-6,307
72
$3.66M 0.47%
77,091
+71,538
73
$3.46M 0.45%
70,786
-1,428
74
$3.13M 0.41%
53,707
-1,566
75
$2.99M 0.39%
76,564
-1,367
1 2
3
4 5