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
$654M
AUM Growth
-$429K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$3.79M
3
+$2.46M
4
HDP
Hortonworks, Inc.
HDP
+$1.41M
5
UL icon
Unilever
UL
+$1.25M

Top Sells

1
+$2.25M
2
+$1.96M
3
+$1.42M
4
AMGN icon
Amgen
AMGN
+$1.36M
5
SEE icon
Sealed Air
SEE
+$1.07M

Sector Composition

1 Technology 20.22%
2 Healthcare 17.34%
3 Industrials 11.1%
4 Energy 11.1%
5 Consumer Staples 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.83M 0.59%
40,211
-2,923
52
$3.72M 0.57%
57,357
-130
53
$3.44M 0.53%
18,215
54
$3.1M 0.47%
33,249
+303
55
$3.09M 0.47%
54,442
-3,850
56
$3.05M 0.47%
39,263
-4,735
57
$3.04M 0.47%
23,605
+282
58
$2.98M 0.46%
50,017
+1,056
59
$2.74M 0.42%
86,220
+816
60
$2.7M 0.41%
22,098
+232
61
$2.65M 0.4%
31,529
-65
62
$2.46M 0.38%
+105,080
63
$2.07M 0.32%
30,501
+655
64
$1.88M 0.29%
12,080
-769
65
$1.86M 0.29%
18,066
-13,761
66
$1.8M 0.28%
17,000
67
$1.8M 0.28%
27,519
+975
68
$1.74M 0.27%
28,666
-8
69
$1.68M 0.26%
42,773
+1,737
70
$1.62M 0.25%
18,997
-1,086
71
$1.58M 0.24%
50,104
+104
72
$1.48M 0.23%
31,723
-6,745
73
$1.45M 0.22%
16,874
-1,592
74
$1.41M 0.22%
+55,520
75
$1.37M 0.21%
16,945
-4
1 2
3
4 5