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
$389M
AUM Growth
+$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$7.77M
3
+$6.96M
4
VMC icon
Vulcan Materials
VMC
+$5.73M
5
BKR icon
Baker Hughes
BKR
+$5.25M

Top Sells

1
+$8.61M
2
+$7.75M
3
+$7.14M
4
MOS icon
The Mosaic Company
MOS
+$7.14M
5
ABT icon
Abbott
ABT
+$7.05M

Sector Composition

1 Healthcare 13.18%
2 Technology 11.51%
3 Communication Services 8.78%
4 Consumer Discretionary 7.99%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$324K 0.08%
6,189
-88
127
$319K 0.08%
4,880
-94
128
$317K 0.08%
7,014
+180
129
$316K 0.08%
12,025
-40
130
$312K 0.08%
+3,700
131
$311K 0.08%
+4,808
132
$311K 0.08%
7,692
+192
133
$308K 0.08%
5,614
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134
$300K 0.08%
+4,720
135
$293K 0.08%
15,375
136
$292K 0.08%
+9,090
137
$283K 0.07%
+9,018
138
$281K 0.07%
+4,115
139
$280K 0.07%
8,616
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140
$277K 0.07%
5,211
-2,888
141
$277K 0.07%
9,885
-9,930
142
$275K 0.07%
17,469
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143
$273K 0.07%
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144
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145
$271K 0.07%
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146
$271K 0.07%
+7,440
147
$268K 0.07%
+6,685
148
$267K 0.07%
13,264
-61
149
$253K 0.07%
105,543
-1,524
150
$252K 0.06%
10,905
-38
4 5
6
7 8