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
176
$224K 0.06%
3,385
-65
177
$224K 0.06%
8,492
+809
178
$221K 0.05%
7,455
179
$218K 0.05%
5,931
-2,670
180
$218K 0.05%
+1,947
181
$217K 0.05%
+12,837
182
$216K 0.05%
4,682
-166
183
$215K 0.05%
7,575
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184
$213K 0.05%
5,859
-93
185
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2,204
-691
186
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187
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188
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189
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190
$204K 0.05%
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191
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192
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193
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194
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195
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196
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197
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470
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198
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10,628
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199
$136K 0.03%
1,621
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200
$90K 0.02%
11,780
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