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
151
$786K 0.1%
11,295
-242
152
$782K 0.1%
54,675
+20,245
153
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55,992
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292,424
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157
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$598K 0.08%
+6,999
5 6
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