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GD

Grandfield & Dodd Portfolio holdings

AUM $1.77B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.24M
3
+$1.51M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.39M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$705K

Top Sells

1
+$2.84M
2
+$2.37M
3
+$2.35M
4
GE icon
GE Aerospace
GE
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$1.06M

Sector Composition

1 Technology 29.68%
2 Industrials 19.24%
3 Healthcare 14.69%
4 Financials 9.24%
5 Materials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24M 1.36%
41,032
+648
27
$23.3M 1.32%
350,075
-5,567
28
$22.2M 1.26%
200,331
-20,655
29
$21.1M 1.2%
336,640
+2,355
30
$20.9M 1.18%
162,818
+511
31
$20.8M 1.18%
4,849
+21
32
$20.5M 1.16%
36,451
+1,246
33
$20.4M 1.16%
251,355
-2,828
34
$20.2M 1.14%
108,723
-929
35
$18.6M 1.05%
393,877
+8,689
36
$18.4M 1.04%
118,576
+1,066
37
$18.4M 1.04%
119,659
-213
38
$18.3M 1.04%
256,008
+4,121
39
$16.7M 0.95%
13,612
+224
40
$16.6M 0.94%
667,800
+3,490
41
$15.8M 0.9%
45,326
-388
42
$15.5M 0.88%
184,289
-8,679
43
$14.5M 0.82%
137,522
+1,230
44
$12.4M 0.71%
185,617
-93
45
$11.9M 0.68%
105,851
+210
46
$11.3M 0.64%
15
47
$11.2M 0.64%
320,451
-1,305
48
$9.81M 0.56%
168,845
+40,944
49
$9.45M 0.54%
19,488
-198
50
$8.43M 0.48%
30,798
+744
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