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
101
$569K 0.14%
9,902
-532
102
$544K 0.14%
7,130
+1,064
103
$536K 0.13%
2,598
-43
104
$534K 0.13%
5,734
-165
105
$527K 0.13%
16,057
-4,864
106
$525K 0.13%
2,345
-145
107
$516K 0.13%
14,319
-489
108
$513K 0.13%
10,057
-929
109
$500K 0.12%
13,975
-50
110
$495K 0.12%
17,770
+4,095
111
$479K 0.12%
+7,267
112
$476K 0.12%
15,640
+3,810
113
$470K 0.12%
6,631
+43
114
$469K 0.12%
17,640
-964
115
$455K 0.11%
24,530
-300
116
$452K 0.11%
2,448
+1,249
117
$440K 0.11%
7,670
-208
118
$434K 0.11%
8,951
+4,539
119
$433K 0.11%
6,796
-220
120
$429K 0.11%
28,671
+3,482
121
$415K 0.1%
3,201
122
$409K 0.1%
26,823
-506
123
$404K 0.1%
8,716
+2,028
124
$380K 0.09%
4,907
-121
125
$380K 0.09%
4,609
-876
3 4
5
6 7