GREENWOOD CAPITAL Overview
Greenwood Capital Associates Llc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 15 employees, of which 10 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/01 to 09/30/21. The fund's latest filing disclosed 651MM in positions, representing 62% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/01 to 09/30/21. The fund's latest filing disclosed 651MM in positions, representing 62% of the manager's regulatory AUM.
GREENWOOD CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GREENWOOD CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 3.22% | Tech | 19.44% | 0.23% | 0 | 45% | ||
| IVV | 2.8% | ETF | 8.9% | -0% | 0 | 13% | ||
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FEATURED IN
GREENWOOD CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James P. Bell | President / Chief Compliance Officer | July-2006 |
| Walter B. Todd | Chief Investment Officer | August-2011 |
GREENWOOD CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GREENWOOD CAPITAL Investment Strategy
Item 8: Methods of Analysis, Investment Strategies & Risk of Investment Loss
A. Methods of Analysis and Investment Strategies
Methods of Analysis
GCA’s methods of analysis include charting analysis, fundamental analysis, technical analysis and cyclical analysis. Investment and Asset Allocation analysis and selection, utilizing these factors, are performed by our Investment Committee.
Charting analysis involves the use of patterns in performance charts. Greenwood Capital uses this technique to search for patterns used to help predict favorable conditions for buying and/or selling a security.
Fundamental analysis involves the analysis of financial statements, the general financial health of companies, and/or the analysis of management or competitive advantages.
Technical analysis involves the analysis of past market data; primarily price and volume.
9
Cyclical analysis involves...
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A. Methods of Analysis and Investment Strategies
Methods of Analysis
GCA’s methods of analysis include charting analysis, fundamental analysis, technical analysis and cyclical analysis. Investment and Asset Allocation analysis and selection, utilizing these factors, are performed by our Investment Committee.
Charting analysis involves the use of patterns in performance charts. Greenwood Capital uses this technique to search for patterns used to help predict favorable conditions for buying and/or selling a security.
Fundamental analysis involves the analysis of financial statements, the general financial health of companies, and/or the analysis of management or competitive advantages.
Technical analysis involves the analysis of past market data; primarily price and volume.
9
Cyclical analysis involves...
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GREENWOOD CAPITAL Portfolio Concentration
GREENWOOD CAPITAL Location
104 MAXWELL AVENUE
GREENWOOD BUILDING, 5TH FLOOR
GREENWOOD, South Carolina
UNITED STATES, 29646
GREENWOOD BUILDING, 5TH FLOOR
GREENWOOD, South Carolina
UNITED STATES, 29646
GREENWOOD CAPITAL Contact Information
Phone Number: 864-941-4049
Fax Number: 864-229-1950
Website: http://www.greenwoodcapital.com
Fax Number: 864-229-1950
Website: http://www.greenwoodcapital.com
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Disclaimer
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