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
51
$3.84M 0.59%
41,777
-35,407
52
$3.63M 0.56%
131,596
+3,660
53
$3.43M 0.53%
18,215
54
$3.42M 0.53%
59,108
-2,105
55
$3.4M 0.53%
36,095
-35
56
$3.34M 0.52%
82,484
+17,210
57
$3.17M 0.49%
23,037
-88
58
$3.08M 0.48%
32,530
-3,742
59
$2.52M 0.39%
85,404
-1,487
60
$2.51M 0.39%
24,866
-54
61
$2.31M 0.36%
37,796
-945
62
$2.13M 0.33%
45,590
-50,106
63
$2.12M 0.33%
32,294
-2,956
64
$2.04M 0.32%
29,044
-2,671
65
$2.03M 0.31%
23,727
-1,961
66
$1.96M 0.3%
12,772
+2,339
67
$1.87M 0.29%
29,846
-934
68
$1.78M 0.28%
25,722
-4,034
69
$1.73M 0.27%
41,036
+1,192
70
$1.61M 0.25%
17,000
71
$1.6M 0.25%
50,694
+784
72
$1.58M 0.24%
13,258
-862
73
$1.49M 0.23%
23,699
-100
74
$1.48M 0.23%
50,000
75
$1.43M 0.22%
10,055
-30
1 2
3
4 5