Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Greenwood Capital Associates Llc > Profile

Instuitional Investor - Greenwood Capital Associates Llc

Fund Profile
Filing Period:
Fund Name: Greenwood Capital Associates Llc
Portfolio Value $803,920,177
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 63,867 $39,655,020 4.93%
2.
Microsoft Corp
 MSFT 63,664 $31,667,211 3.94%
3.
Apple Inc.
 AAPL 148,020 $30,369,202 3.78%
4.
J P Morgan Exchange Traded F
 350,398 $23,637,849 2.94%
5.
Alphabet Inc.
 GOOGL 124,566 $21,952,266 2.73%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)