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
$596M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.88M
2
+$2.49M
3
+$1.5M
4
KHC icon
Kraft Heinz
KHC
+$1.34M
5
SE
Spectra Energy Corp Wi
SE
+$1.32M

Top Sells

1
+$10.2M
2
+$6.67M
3
+$1.62M
4
HDP
Hortonworks, Inc.
HDP
+$1.41M
5
DD icon
DuPont de Nemours
DD
+$1.14M

Sector Composition

1 Technology 20.57%
2 Healthcare 17.7%
3 Consumer Staples 12.52%
4 Industrials 9.61%
5 Energy 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.52M 0.59%
23
52
$3.34M 0.56%
57,357
53
$3.22M 0.54%
18,315
+100
54
$3.17M 0.53%
33,649
+400
55
$2.91M 0.49%
39,228
-35
56
$2.9M 0.49%
24,486
+881
57
$2.81M 0.47%
31,454
-75
58
$2.57M 0.43%
86,220
59
$2.56M 0.43%
22,098
60
$2.46M 0.41%
53,378
-1,064
61
$2.3M 0.39%
140,271
+35,191
62
$1.97M 0.33%
32,316
+1,815
63
$1.89M 0.32%
47,028
+4,255
64
$1.85M 0.31%
29,133
+1,614
65
$1.82M 0.31%
49,087
-930
66
$1.73M 0.29%
12,466
+386
67
$1.59M 0.27%
19,356
+7,350
68
$1.52M 0.26%
17,000
69
$1.34M 0.22%
+18,995
70
$1.32M 0.22%
16,080
-865
71
$1.31M 0.22%
27,223
-1,443
72
$1.3M 0.22%
29,820
-1,903
73
$1.17M 0.2%
8,111
74
$1.17M 0.2%
28,554
75
$1.12M 0.19%
16,274
-600
1 2
3
4 5