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
$411M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.32M
3
+$4.24M
4
IBM icon
IBM
IBM
+$4.23M
5
QCOM icon
Qualcomm
QCOM
+$4.22M

Top Sells

1
+$7.73M
2
+$5.02M
3
+$4.71M
4
LOW icon
Lowe's Companies
LOW
+$4.58M
5
RING icon
iShares MSCI Global Gold Miners ETF
RING
+$4.04M

Sector Composition

1 Technology 11.6%
2 Healthcare 11.52%
3 Communication Services 9.96%
4 Industrials 8.65%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
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