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
$402M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$4.59M
3
+$4.47M
4
GILD icon
Gilead Sciences
GILD
+$4.02M
5
BIIB icon
Biogen
BIIB
+$3.62M

Top Sells

1
+$9.83M
2
+$5.19M
3
+$4.28M
4
ADP icon
Automatic Data Processing
ADP
+$3.45M
5
MDT icon
Medtronic
MDT
+$3.17M

Sector Composition

1 Financials 13.04%
2 Industrials 12.21%
3 Healthcare 10.29%
4 Technology 10.24%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.45M 0.61%
86,198
-2,792
77
$2.37M 0.59%
21,348
+18,342
78
$2.22M 0.55%
13,014
-678
79
$2.19M 0.54%
24,313
-81
80
$2.09M 0.52%
27,140
-806
81
$1.66M 0.41%
22,784
-808
82
$1.58M 0.39%
35,326
-219,268
83
$1.35M 0.34%
+25,995
84
$1.12M 0.28%
77,974
-1,886
85
$898K 0.22%
13,161
-76,025
86
$875K 0.22%
43,734
+3,283
87
$824K 0.2%
6,306
+4,126
88
$804K 0.2%
42,720
+846
89
$766K 0.19%
23,332
-7,015
90
$730K 0.18%
21,440
+2,320
91
$719K 0.18%
52,714
-1,453
92
$699K 0.17%
19,954
-799
93
$688K 0.17%
19,286
+644
94
$676K 0.17%
7,648
-264
95
$662K 0.16%
19,796
+1,786
96
$652K 0.16%
+37,032
97
$622K 0.15%
11,982
-5,189
98
$611K 0.15%
10,573
-385
99
$602K 0.15%
9,215
+6,091
100
$580K 0.14%
+23,010
2 3
4
5 6