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
$381M
AUM Growth
-$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$7.32M
3
+$5.74M
4
BIIB icon
Biogen
BIIB
+$5.42M
5
BMY icon
Bristol-Myers Squibb
BMY
+$4.73M

Top Sells

1
+$22.6M
2
+$18.3M
3
+$14.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$14.2M
5
DIS icon
Walt Disney
DIS
+$12.5M

Sector Composition

1 Technology 16.28%
2 Healthcare 13.91%
3 Materials 7.18%
4 Energy 7.06%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$47K 0.01%
521
-1,676
177
$45K 0.01%
152
-21,002
178
$43K 0.01%
590
-9,762
179
$39K 0.01%
254
-3,936
180
$38K 0.01%
178
-45,717
181
$31K 0.01%
500
-141,292
182
$29K 0.01%
120
-5,305
183
$29K 0.01%
552
-226,192
184
$26K 0.01%
72
-18,501
185
$25K 0.01%
180
-90,100
186
$25K 0.01%
487
-20,888
187
$23K 0.01%
79
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188
$21K 0.01%
82
-5,019
189
$20K 0.01%
233
-88,507
190
$19K 0.01%
156
-3,916
191
$19K 0.01%
330
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192
$19K 0.01%
387
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193
$17K ﹤0.01%
61
-41,221
194
$16K ﹤0.01%
107
-8,878
195
$16K ﹤0.01%
101
-9,834
196
$15K ﹤0.01%
75
-62,065
197
$12K ﹤0.01%
157
-99,262
198
$12K ﹤0.01%
161
-15,607
199
$11K ﹤0.01%
81
-17,427
200
$8K ﹤0.01%
35
-7,457
6 7
8
9 10