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
$1.37B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$1.35M
3
+$1.17M
4
PYPL icon
PayPal
PYPL
+$1.09M
5
IAC icon
IAC Inc
IAC
+$845K

Top Sells

1
+$1.62M
2
+$1.28M
3
+$1.23M
4
DVN icon
Devon Energy
DVN
+$794K
5
CTSH icon
Cognizant
CTSH
+$730K

Sector Composition

1 Technology 25.97%
2 Healthcare 17.1%
3 Industrials 13.26%
4 Financials 11.2%
5 Consumer Staples 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.37M 0.69%
20
52
$9.3M 0.68%
158,005
-6,319
53
$7.45M 0.55%
21,209
54
$7.24M 0.53%
108,629
-729
55
$5.8M 0.42%
42,741
56
$5.35M 0.39%
45,319
-215
57
$5.16M 0.38%
29,774
-3,569
58
$4.87M 0.36%
26,946
-216
59
$4.62M 0.34%
34,464
-112
60
$4.49M 0.33%
30,842
-54
61
$4.18M 0.31%
23,861
-925
62
$4.16M 0.3%
57,743
-17,691
63
$4.08M 0.3%
112,009
+23,198
64
$4.08M 0.3%
79,604
-3,090
65
$3.81M 0.28%
28,118
-155
66
$3.59M 0.26%
10,318
-184
67
$3.58M 0.26%
15,195
-723
68
$3.32M 0.24%
52,221
-400
69
$2.79M 0.2%
18,903
-156
70
$2.73M 0.2%
8,110
-89
71
$2.55M 0.19%
8,837
+234
72
$2.53M 0.18%
9,619
-59
73
$2.26M 0.17%
30,960
74
$2.25M 0.16%
4,938
-174
75
$2.24M 0.16%
28,163
-1,024
1 2
3
4 5