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
$1.03B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.94M
3
+$1.86M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.32M
5
WY icon
Weyerhaeuser
WY
+$1.21M

Top Sells

1
+$2.18M
2
+$2.03M
3
+$1.41M
4
DOX icon
Amdocs
DOX
+$1.36M
5
AMGN icon
Amgen
AMGN
+$1.01M

Sector Composition

1 Technology 28.62%
2 Healthcare 17.49%
3 Financials 12.33%
4 Consumer Staples 9.99%
5 Industrials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.3M 0.61%
31,670
-141
52
$5.88M 0.57%
22
53
$5.85M 0.57%
20,648
-70
54
$4.58M 0.44%
47,260
-196
55
$4.51M 0.44%
79,003
+5,915
56
$4.25M 0.41%
9,754
57
$4.14M 0.4%
14,026
-63
58
$3.72M 0.36%
28,161
+375
59
$3.62M 0.35%
15,328
-4,282
60
$3.62M 0.35%
12,233
+126
61
$3.27M 0.32%
34,728
+50
62
$3.05M 0.3%
26,332
63
$2.95M 0.29%
30,558
-1,426
64
$2.91M 0.28%
18,551
-2
65
$2.91M 0.28%
256,761
+89,075
66
$2.81M 0.27%
66,891
+728
67
$2.47M 0.24%
14,556
+465
68
$2.45M 0.24%
79,130
+757
69
$2.4M 0.23%
38,943
+30,235
70
$2.2M 0.21%
7,584
+145
71
$2.09M 0.2%
21,941
-120
72
$1.99M 0.19%
44,525
+223
73
$1.9M 0.18%
31,220
-22,400
74
$1.76M 0.17%
24,039
-54
75
$1.73M 0.17%
13,302
+75
1 2
3
4 5