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
$910M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$3.43M
3
+$2.83M
4
WPP icon
WPP
WPP
+$1.84M
5
PPG icon
PPG Industries
PPG
+$1.55M

Top Sells

1
+$13.7M
2
+$3.12M
3
+$2.64M
4
MSFT icon
Microsoft
MSFT
+$1.64M
5
AMAT icon
Applied Materials
AMAT
+$695K

Sector Composition

1 Technology 23.14%
2 Healthcare 16.72%
3 Financials 10.76%
4 Consumer Staples 10.3%
5 Industrials 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.93M 0.65%
144,535
-100
52
$5.7M 0.63%
27,529
-1,088
53
$5.28M 0.58%
113,980
-860
54
$4.78M 0.53%
37,622
+27,036
55
$4.69M 0.51%
67,312
+2
56
$4.66M 0.51%
33,222
-60
57
$4.57M 0.5%
104,451
-60,251
58
$4.54M 0.5%
103,176
-8,485
59
$4.37M 0.48%
47,896
60
$4.14M 0.46%
16,600
-319
61
$4.02M 0.44%
16,400
-76
62
$3.62M 0.4%
69,939
-1,870
63
$3.48M 0.38%
31,929
64
$3.47M 0.38%
21,097
-90
65
$3.39M 0.37%
26,290
66
$3.39M 0.37%
32,551
-199
67
$2.93M 0.32%
85,187
+141
68
$2.83M 0.31%
+42,700
69
$2.66M 0.29%
10,893
-585
70
$2.55M 0.28%
34,825
-8,443
71
$2.55M 0.28%
12,954
-430
72
$2.33M 0.26%
23,734
-319
73
$2.11M 0.23%
15,861
-297
74
$2.06M 0.23%
37,980
75
$2.02M 0.22%
5,846
+3,401
1 2
3
4 5