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
$1.02B
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$893K
2
+$632K
3
+$577K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$560K
5
CVX icon
Chevron
CVX
+$434K

Top Sells

1
+$582K
2
+$505K
3
+$420K
4
ARRY
Array Biopharma Inc
ARRY
+$369K
5
GS icon
Goldman Sachs
GS
+$321K

Sector Composition

1 Technology 25.57%
2 Healthcare 17.23%
3 Financials 11.97%
4 Consumer Staples 10.84%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.21M 0.61%
110,896
+348
52
$5.83M 0.57%
30,132
-627
53
$5.29M 0.52%
19,395
54
$5.16M 0.51%
47,491
-200
55
$4.65M 0.46%
70,340
-8,810
56
$4.39M 0.43%
32,005
+125
57
$4.27M 0.42%
47,248
+9,890
58
$3.98M 0.39%
26,332
-150
59
$3.92M 0.39%
33,308
+400
60
$3.78M 0.37%
13,617
+2,019
61
$3.75M 0.37%
65,832
62
$3.31M 0.33%
33,300
-100
63
$3.17M 0.31%
11,671
-300
64
$3.12M 0.31%
129,523
+200
65
$3.04M 0.3%
13,965
66
$2.92M 0.29%
85,726
+580
67
$2.77M 0.27%
20,142
-477
68
$2.71M 0.27%
9,814
-677
69
$2.64M 0.26%
22,317
-388
70
$2.36M 0.23%
43,400
-500
71
$2.36M 0.23%
37,645
-4,795
72
$2.33M 0.23%
18,217
73
$2.32M 0.23%
68,941
-2,045
74
$1.94M 0.19%
11,954
75
$1.84M 0.18%
25,006
-500
1 2
3
4 5