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
126
$1.04M 0.14%
29,506
+1,038
127
$1.04M 0.14%
10,631
+2,307
128
$1.04M 0.13%
21,076
-474
129
$1.04M 0.13%
64,970
-93
130
$1.03M 0.13%
5,352
-1,132
131
$1.02M 0.13%
+10,751
132
$1M 0.13%
95,202
-3,018
133
$988K 0.13%
4,441
-147
134
$968K 0.13%
4,183
-581
135
$946K 0.12%
19,507
+287
136
$945K 0.12%
7,022
-15
137
$942K 0.12%
4,230
-114
138
$927K 0.12%
8,606
+301
139
$896K 0.12%
14,366
-583
140
$888K 0.12%
21,819
-843
141
$877K 0.11%
24,492
+5,118
142
$875K 0.11%
23,709
-20,771
143
$840K 0.11%
+8,298
144
$838K 0.11%
10,330
+520
145
$835K 0.11%
19,741
-55
146
$818K 0.11%
2,989
-236
147
$814K 0.11%
4,773
+154
148
$811K 0.11%
22,598
-378
149
$802K 0.1%
3,649
-273
150
$788K 0.1%
+15,244
4 5
6
7 8