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GD

Grandfield & Dodd Portfolio holdings

AUM $1.77B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.24M
3
+$1.51M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.39M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$705K

Top Sells

1
+$2.84M
2
+$2.37M
3
+$2.35M
4
GE icon
GE Aerospace
GE
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$1.06M

Sector Composition

1 Technology 29.68%
2 Industrials 19.24%
3 Healthcare 14.69%
4 Financials 9.24%
5 Materials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.97M 0.45%
83,679
-3,777
52
$7.76M 0.44%
19,820
+1,533
53
$7.17M 0.41%
22,722
-24
54
$7.02M 0.4%
28,813
+6,625
55
$6.85M 0.39%
83,474
-36,291
56
$6.53M 0.37%
93,603
-1,022
57
$6.23M 0.35%
113,825
-2,722
58
$5.76M 0.33%
92,240
-1,143
59
$5.42M 0.31%
64,027
+1,015
60
$5.28M 0.3%
8,584
-1,089
61
$5.2M 0.3%
9,141
-40
62
$4.48M 0.25%
4,837
-46
63
$4.42M 0.25%
13,310
+40
64
$3.87M 0.22%
23,207
+200
65
$3.76M 0.21%
12,218
+1,407
66
$3.76M 0.21%
19,006
-325
67
$3.73M 0.21%
39,407
-205
68
$3.68M 0.21%
76,092
-1,320
69
$3.64M 0.21%
25,193
70
$3.37M 0.19%
34,232
-4,138
71
$3.13M 0.18%
11,112
-112
72
$2.84M 0.16%
13,223
73
$2.83M 0.16%
42,661
+200
74
$2.61M 0.15%
7,398
-77
75
$2.56M 0.15%
52,228
-872
1 2
3
4 5