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
$846M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$4.3M
3
+$4.29M
4
GILD icon
Gilead Sciences
GILD
+$3.85M
5
ALB icon
Albemarle
ALB
+$3.24M

Top Sells

1
+$4.17M
2
+$3.12M
3
+$2.15M
4
AMAT icon
Applied Materials
AMAT
+$1.58M
5
AMGN icon
Amgen
AMGN
+$1.44M

Sector Composition

1 Technology 22.45%
2 Healthcare 18.78%
3 Industrials 11.12%
4 Consumer Staples 10.98%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.76M 0.56%
53,810
-45
52
$4.74M 0.56%
131,564
-484
53
$4.71M 0.56%
98,559
-5,404
54
$4.53M 0.54%
34,132
-125
55
$4.45M 0.53%
66,965
-3,300
56
$4.3M 0.51%
+128,274
57
$4.05M 0.48%
23,281
58
$4.05M 0.48%
35,080
59
$3.74M 0.44%
29,508
60
$3.73M 0.44%
71,796
+19,812
61
$3.63M 0.43%
16,365
-725
62
$3.33M 0.39%
17,984
-257
63
$3.06M 0.36%
47,230
-1,145
64
$3M 0.35%
68,308
-7,814
65
$2.98M 0.35%
38,896
-7,350
66
$2.97M 0.35%
32,525
-383
67
$2.91M 0.34%
72,988
-104,707
68
$2.79M 0.33%
87,376
-348
69
$2.57M 0.3%
30,548
-5,402
70
$2.34M 0.28%
73,071
+8,255
71
$2.16M 0.26%
29,133
-200
72
$2.08M 0.25%
46,494
73
$1.88M 0.22%
23,267
+117
74
$1.85M 0.22%
13,060
-880
75
$1.65M 0.2%
14,076
-371
1 2
3
4 5