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
$1.11B
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$3.51M
3
+$832K
4
VHT icon
Vanguard Health Care ETF
VHT
+$620K
5
CVX icon
Chevron
CVX
+$527K

Top Sells

1
+$1.94M
2
+$1.73M
3
+$789K
4
PYPL icon
PayPal
PYPL
+$770K
5
ADSK icon
Autodesk
ADSK
+$623K

Sector Composition

1 Technology 27.82%
2 Healthcare 17.13%
3 Financials 12.18%
4 Industrials 11.79%
5 Consumer Staples 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.55M 0.59%
21,303
+655
52
$6.23M 0.56%
31,170
-500
53
$5.52M 0.5%
227,871
-4,642
54
$5.17M 0.47%
150,490
+1,384
55
$4.51M 0.41%
9,194
-560
56
$4.44M 0.4%
47,212
-48
57
$4.37M 0.39%
14,010
-16
58
$4.3M 0.39%
77,043
-1,960
59
$3.99M 0.36%
119,043
+104,708
60
$3.93M 0.35%
11,619
-614
61
$3.88M 0.35%
28,012
-149
62
$3.71M 0.33%
14,610
-718
63
$3.57M 0.32%
26,332
64
$3.53M 0.32%
18,481
-70
65
$3.37M 0.3%
34,978
+250
66
$3.31M 0.3%
30,550
-8
67
$2.86M 0.26%
14,625
+69
68
$2.55M 0.23%
73,228
-5,902
69
$2.35M 0.21%
248,941
-7,820
70
$2.2M 0.2%
44,525
71
$2.18M 0.2%
21,727
-214
72
$2.15M 0.19%
65,371
-1,520
73
$2.07M 0.19%
7,622
+38
74
$1.84M 0.17%
23,826
-213
75
$1.8M 0.16%
16,505
-171
1 2
3
4 5