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
$1.27B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.97M
3
+$3.32M
4
CVX icon
Chevron
CVX
+$1.35M
5
USB icon
US Bancorp
USB
+$1.31M

Top Sells

1
+$13.3M
2
+$2.28M
3
+$2.19M
4
EBAY icon
eBay
EBAY
+$1.88M
5
ADSK icon
Autodesk
ADSK
+$1.07M

Sector Composition

1 Technology 28.26%
2 Healthcare 15.73%
3 Financials 12.71%
4 Industrials 12.19%
5 Consumer Staples 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.32M 0.57%
21,303
52
$6.69M 0.52%
30,905
-265
53
$6.64M 0.52%
161,005
+10,515
54
$5.56M 0.44%
110,676
-37,400
55
$5.28M 0.41%
91,778
+14,735
56
$4.97M 0.39%
45,212
-2,000
57
$4.81M 0.38%
13,720
-290
58
$4.36M 0.34%
34,307
-671
59
$4.25M 0.33%
8,493
-701
60
$4.25M 0.33%
269,016
+20,075
61
$4.19M 0.33%
28,277
+265
62
$4.04M 0.32%
11,309
-310
63
$3.83M 0.3%
30,375
-175
64
$3.68M 0.29%
24,782
-1,550
65
$3.47M 0.27%
17,620
-861
66
$3.16M 0.25%
13,725
-885
67
$2.64M 0.21%
21,811
+84
68
$2.58M 0.2%
70,074
-3,154
69
$2.58M 0.2%
14,726
+101
70
$2.44M 0.19%
44,549
+24
71
$2.06M 0.16%
30,161
72
$2M 0.16%
23,356
-470
73
$1.94M 0.15%
48,463
-16,908
74
$1.94M 0.15%
13,291
75
$1.89M 0.15%
5,005
-35
1 2
3
4 5