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
$688M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$4.47M
3
+$4.26M
4
COP icon
ConocoPhillips
COP
+$4.15M
5
PINS icon
Pinterest
PINS
+$3.92M

Top Sells

1
+$7.39M
2
+$7.02M
3
+$6.2M
4
QCOM icon
Qualcomm
QCOM
+$4.57M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.33M

Sector Composition

1 Technology 20.37%
2 Healthcare 14.79%
3 Industrials 8.48%
4 Financials 7.22%
5 Energy 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$573K 0.08%
5,649
-34
177
$572K 0.08%
12,014
+61
178
$566K 0.08%
12,851
-105
179
$560K 0.08%
2,636
+26
180
$557K 0.08%
11,967
-86
181
$555K 0.08%
36,204
-44,461
182
$553K 0.08%
9,663
-2,916
183
$548K 0.08%
19,374
+937
184
$544K 0.08%
27,206
-6
185
$538K 0.08%
14,648
+3,661
186
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8,222
-45
187
$524K 0.08%
1,226
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188
$520K 0.08%
18,000
-8,526
189
$516K 0.08%
4,388
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190
$507K 0.07%
67,256
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191
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192
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193
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+2,910
194
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32,894
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195
$446K 0.06%
16,582
-67,481
196
$427K 0.06%
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197
$426K 0.06%
18,073
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198
$424K 0.06%
16,700
-65
199
$423K 0.06%
102,715
-50
200
$418K 0.06%
5,938
-28
6 7
8
9 10