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
$402M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$4.59M
3
+$4.47M
4
GILD icon
Gilead Sciences
GILD
+$4.02M
5
BIIB icon
Biogen
BIIB
+$3.62M

Top Sells

1
+$9.83M
2
+$5.19M
3
+$4.28M
4
ADP icon
Automatic Data Processing
ADP
+$3.45M
5
MDT icon
Medtronic
MDT
+$3.17M

Sector Composition

1 Financials 13.04%
2 Industrials 12.21%
3 Healthcare 10.29%
4 Technology 10.24%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.4M 2.57%
212,600
-7,680
2
$9.14M 2.27%
+169,120
3
$8.81M 2.19%
349,178
+16,905
4
$8.7M 2.16%
225,892
-9,280
5
$8.55M 2.13%
197,428
+105,918
6
$8.55M 2.12%
57,256
-703
7
$7.9M 1.96%
106,098
-6,456
8
$7.29M 1.81%
73,975
-2,196
9
$7.27M 1.81%
55,917
-1,249
10
$6.98M 1.74%
42,504
-1,836
11
$6.84M 1.7%
129,854
+3,026
12
$6.76M 1.68%
93,670
+2,100
13
$6.5M 1.62%
80,209
+49,653
14
$6.4M 1.59%
47,129
-1,627
15
$6.38M 1.59%
28,297
-275
16
$6.18M 1.54%
243,778
-8,628
17
$5.96M 1.48%
175,935
-4,391
18
$5.59M 1.39%
50,137
-1,250
19
$5.45M 1.35%
38,592
-1,595
20
$5.43M 1.35%
48,985
+2,258
21
$5.42M 1.35%
12,112
-423
22
$5.36M 1.33%
85,297
-2,525
23
$5.25M 1.31%
87,825
-1,826
24
$5.15M 1.28%
53,923
-1,026
25
$4.98M 1.24%
99,453
-1,422
1
2 3 4 5