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
101
$1.42M 0.18%
51,281
-1,369
102
$1.42M 0.18%
45,327
-61,893
103
$1.41M 0.18%
10,308
+1,668
104
$1.39M 0.18%
6,768
-198
105
$1.38M 0.18%
45,635
+350
106
$1.35M 0.18%
+64,643
107
$1.34M 0.17%
17,068
+116
108
$1.34M 0.17%
+21,162
109
$1.33M 0.17%
9,839
-333
110
$1.29M 0.17%
10,591
-29
111
$1.28M 0.17%
101,876
-7,260
112
$1.26M 0.16%
16,067
+482
113
$1.24M 0.16%
13,558
+8,099
114
$1.21M 0.16%
5,978
-109
115
$1.2M 0.16%
9,322
-222
116
$1.19M 0.15%
10,400
+4,751
117
$1.18M 0.15%
220,603
-8,957
118
$1.16M 0.15%
39,854
+44
119
$1.15M 0.15%
31,090
-350
120
$1.11M 0.14%
157,903
-5,296
121
$1.09M 0.14%
+10,479
122
$1.06M 0.14%
13,832
-462
123
$1.06M 0.14%
3,730
-131
124
$1.05M 0.14%
22,707
-248
125
$1.05M 0.14%
13,326
-217
3 4
5
6 7