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
76
$2.97M 0.39%
19,929
+1,046
77
$2.91M 0.38%
30,036
-288
78
$2.84M 0.37%
35,053
-55
79
$2.78M 0.36%
11,937
-194
80
$2.71M 0.35%
77,494
-1,681
81
$2.6M 0.34%
24,146
-399
82
$2.29M 0.3%
144,984
-10,531
83
$2.13M 0.28%
51,413
+1,008
84
$2.11M 0.27%
15,006
85
$2.09M 0.27%
56,276
-742
86
$1.99M 0.26%
52,979
+8,267
87
$1.96M 0.25%
+20,248
88
$1.88M 0.24%
49,825
+739
89
$1.78M 0.23%
3,928
-36
90
$1.74M 0.23%
68,287
+10,159
91
$1.71M 0.22%
15,644
+1,823
92
$1.59M 0.21%
+23,329
93
$1.56M 0.2%
10,106
-126
94
$1.55M 0.2%
31,455
+84
95
$1.55M 0.2%
19,042
+4,069
96
$1.52M 0.2%
39,589
+3,308
97
$1.51M 0.2%
204,346
-6,662
98
$1.48M 0.19%
+21,874
99
$1.45M 0.19%
11,102
+1,060
100
$1.44M 0.19%
17,446
+800
2 3
4
5 6