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
$691M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.24M
3
+$1.15M
4
FDX icon
FedEx
FDX
+$1.1M
5
EBAY icon
eBay
EBAY
+$948K

Top Sells

1
+$6.22M
2
+$5.12M
3
+$1.68M
4
AMGN icon
Amgen
AMGN
+$1.09M
5
VTV icon
Vanguard Value ETF
VTV
+$658K

Sector Composition

1 Technology 21.72%
2 Healthcare 17.64%
3 Consumer Staples 12.99%
4 Industrials 10.45%
5 Energy 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.55M 0.51%
34,660
+367
52
$3.54M 0.51%
25,419
+1,053
53
$3.42M 0.49%
23
54
$3.28M 0.47%
17,390
-825
55
$3.24M 0.47%
30,724
56
$3.21M 0.46%
49,375
+17,649
57
$2.91M 0.42%
+24,400
58
$2.85M 0.41%
22,091
+393
59
$2.74M 0.4%
52,724
-697
60
$2.45M 0.35%
87,162
+942
61
$2.39M 0.35%
38,998
-230
62
$2.32M 0.34%
49,977
+3,129
63
$2.06M 0.3%
29,133
64
$1.99M 0.29%
36,230
+15,280
65
$1.96M 0.28%
33,096
+400
66
$1.67M 0.24%
11,529
-670
67
$1.63M 0.24%
25,761
-298
68
$1.62M 0.23%
103,859
-13,630
69
$1.6M 0.23%
20,386
70
$1.57M 0.23%
57,141
+5,549
71
$1.5M 0.22%
17,000
72
$1.44M 0.21%
14,622
+1,517
73
$1.39M 0.2%
14,810
-590
74
$1.28M 0.19%
23,722
-325
75
$1.23M 0.18%
7,791
-100
1 2
3
4 5