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
$389M
AUM Growth
+$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$7.77M
3
+$6.96M
4
VMC icon
Vulcan Materials
VMC
+$5.73M
5
BKR icon
Baker Hughes
BKR
+$5.25M

Top Sells

1
+$8.61M
2
+$7.75M
3
+$7.14M
4
MOS icon
The Mosaic Company
MOS
+$7.14M
5
ABT icon
Abbott
ABT
+$7.05M

Sector Composition

1 Healthcare 13.18%
2 Technology 11.51%
3 Communication Services 8.78%
4 Consumer Discretionary 7.99%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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204
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-4,922
205
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-145,317
207
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-19,906
208
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-72,425
209
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-31,034
210
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-7,161
211
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-7,768
212
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-56,260
213
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-5,655
214
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-33,985
5 6 7 8
9