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
76
$2.53M 0.36%
84,063
-7,334
77
$2.32M 0.33%
24,358
+120
78
$2.3M 0.32%
52,650
+197
79
$2.22M 0.31%
58,958
+961
80
$2.19M 0.31%
+61,487
81
$2.14M 0.3%
12,301
-3,423
82
$2.12M 0.3%
49,766
+11,711
83
$2.01M 0.28%
56,309
-378
84
$1.92M 0.27%
169,948
+105,287
85
$1.89M 0.27%
39,090
+25
86
$1.82M 0.26%
3,956
+668
87
$1.82M 0.25%
15,008
-100
88
$1.8M 0.25%
+55,647
89
$1.72M 0.24%
216,060
-11,122
90
$1.7M 0.24%
55,990
-1,200
91
$1.68M 0.24%
58,402
+136
92
$1.58M 0.22%
13,711
-597
93
$1.52M 0.21%
301,848
+16,021
94
$1.51M 0.21%
84,629
-537
95
$1.43M 0.2%
40,386
+278
96
$1.42M 0.2%
10,216
-294
97
$1.42M 0.2%
16,091
+11,559
98
$1.37M 0.19%
+29,113
99
$1.32M 0.18%
28,612
+7,772
100
$1.3M 0.18%
7,910
-467
2 3
4
5 6