GD

Grandfield & Dodd Portfolio holdings

AUM $1.71B
1-Year Est. Return 14.85%
This Quarter Est. Return
1 Year Est. Return
+14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$647M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$3.95M
3
+$981K
4
SYK icon
Stryker
SYK
+$940K
5
EMR icon
Emerson Electric
EMR
+$810K

Top Sells

1
+$5.03M
2
+$3.26M
3
+$2.9M
4
VZ icon
Verizon
VZ
+$2.34M
5
AMGN icon
Amgen
AMGN
+$1.22M

Sector Composition

1 Technology 20.17%
2 Healthcare 17.39%
3 Energy 12.25%
4 Industrials 11.91%
5 Consumer Staples 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 1.62%
111,299
+9,970
27
$10.2M 1.58%
120,785
+8,355
28
$10M 1.55%
424,995
+25,770
29
$9.98M 1.54%
255,686
+9,863
30
$9.85M 1.52%
97,302
-853
31
$9.81M 1.52%
56,520
-1,925
32
$9.33M 1.44%
145,722
+8,620
33
$8.83M 1.36%
208,022
-4,252
34
$8.77M 1.36%
79,647
+31
35
$8.41M 1.3%
187,061
-9,868
36
$7.76M 1.2%
100,941
-8,158
37
$7.21M 1.11%
104,436
-3,414
38
$6.03M 0.93%
165,911
-1,946
39
$5.88M 0.91%
333,615
-11,474
40
$5.65M 0.87%
25
-1
41
$5.32M 0.82%
122,455
+1,320
42
$5.18M 0.8%
225,865
+183,725
43
$4.69M 0.72%
37,426
-3,258
44
$4.61M 0.71%
38,078
-706
45
$4.55M 0.7%
43,947
-8
46
$4.38M 0.68%
41,896
-1,412
47
$4.13M 0.64%
17,152
48
$4.11M 0.63%
44,123
+2,000
49
$4.04M 0.62%
57,487
-103
50
$3.91M 0.6%
30,202
+2,710
1
2
3 4 5