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
$322M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$2.54M
3
+$2.42M
4
GM icon
General Motors
GM
+$2.4M
5
PVH icon
PVH
PVH
+$2.35M

Top Sells

1
+$3.09M
2
+$2.43M
3
+$2.28M
4
EMC
EMC CORPORATION
EMC
+$2.24M
5
CSCO icon
Cisco
CSCO
+$2.19M

Sector Composition

1 Industrials 13.47%
2 Technology 11.52%
3 Communication Services 11.23%
4 Consumer Discretionary 10.88%
5 Healthcare 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.2M 2.86%
459,312
-2,408
2
$9.06M 2.81%
324,652
+15,377
3
$7.33M 2.28%
80,076
-329
4
$7.27M 2.26%
96,755
-14,927
5
$6.45M 2%
84,433
-370
6
$5.88M 1.83%
92,317
-2,094
7
$5.74M 1.78%
65,876
-2,002
8
$5.47M 1.7%
73,699
-629
9
$5.46M 1.7%
17,265
-147
10
$5.34M 1.66%
63,532
+3,772
11
$5.27M 1.64%
140,991
+1,136
12
$5.25M 1.63%
74,846
-1,182
13
$5.16M 1.6%
88,195
+156
14
$5.02M 1.56%
44,012
+185
15
$4.93M 1.53%
34,955
+18,022
16
$4.92M 1.53%
108,396
-1,537
17
$4.9M 1.52%
59,078
+549
18
$4.87M 1.51%
98,211
-155
19
$4.78M 1.49%
207,180
-3,726
20
$4.58M 1.42%
110,751
+1,728
21
$4.56M 1.42%
157,034
+913
22
$4.39M 1.36%
32,678
+471
23
$4.37M 1.36%
+23,712
24
$4.23M 1.31%
31,855
+11,884
25
$4.05M 1.26%
44,622
+240
1
2 3 4 5