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
$1.02B
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$893K
2
+$632K
3
+$577K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$560K
5
CVX icon
Chevron
CVX
+$434K

Top Sells

1
+$582K
2
+$505K
3
+$420K
4
ARRY
Array Biopharma Inc
ARRY
+$369K
5
GS icon
Goldman Sachs
GS
+$321K

Sector Composition

1 Technology 25.57%
2 Healthcare 17.23%
3 Financials 11.97%
4 Consumer Staples 10.84%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.5M 1.43%
105,701
-598
27
$14.5M 1.42%
204,685
-703
28
$14.2M 1.4%
364,706
-1,748
29
$13.7M 1.34%
310,687
+14,394
30
$13.6M 1.34%
293,739
+200
31
$13M 1.28%
216,266
-1,123
32
$12.5M 1.23%
96,912
-295
33
$12.5M 1.23%
208,157
+2,568
34
$12.3M 1.21%
84,230
+1,811
35
$12.2M 1.2%
313,142
+9,040
36
$11.9M 1.17%
238,635
-367
37
$11.4M 1.13%
96,602
+3,610
38
$11.3M 1.11%
216,810
+5,534
39
$10.9M 1.07%
125,358
+2,005
40
$10.7M 1.06%
169,589
+3,875
41
$10.4M 1.02%
172,536
+2,560
42
$9.97M 0.98%
84,076
+3,656
43
$9.47M 0.93%
332,222
+4,537
44
$9.16M 0.9%
174,215
+903
45
$8.96M 0.88%
128,829
+4,366
46
$8.62M 0.85%
143,108
+835
47
$7.74M 0.76%
139,925
-675
48
$7.32M 0.72%
25,118
-500
49
$6.86M 0.68%
22
50
$6.4M 0.63%
32,295
-225
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