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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
$1.77B
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$1.82M
3
+$1.73M
4
MSFT icon
Microsoft
MSFT
+$1.59M
5
ADSK icon
Autodesk
ADSK
+$1.25M

Top Sells

1
+$10.9M
2
+$4.2M
3
+$1.86M
4
GE icon
GE Aerospace
GE
+$1.78M
5
GILD icon
Gilead Sciences
GILD
+$1.18M

Sector Composition

1 Technology 28.37%
2 Industrials 19.09%
3 Healthcare 15.18%
4 Materials 9.1%
5 Financials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHR icon
76
Danaher
DHR
$127B
$2.39M 0.14%
12,620
-25
AMZN icon
77
Amazon
AMZN
$2.57T
$2.39M 0.13%
11,457
-124
SPY icon
78
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$2.38M 0.13%
3,663
-157
VEU icon
79
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$2.35M 0.13%
31,282
NTR icon
80
Nutrien
NTR
$32.5B
$2.34M 0.13%
30,960
NBIX icon
81
Neurocrine Biosciences
NBIX
$16.1B
$2.17M 0.12%
16,462
-167
IVV icon
82
iShares Core S&P 500 ETF
IVV
$838B
$2.05M 0.12%
3,144
-140
EMR icon
83
Emerson Electric
EMR
$80.1B
$1.98M 0.11%
15,095
-250
INCY icon
84
Incyte
INCY
$21.7B
$1.97M 0.11%
20,885
-208
VOO icon
85
Vanguard S&P 500 ETF
VOO
$976B
$1.92M 0.11%
3,211
-210
LLY icon
86
Eli Lilly
LLY
$1.01T
$1.87M 0.11%
2,035
-10
ADBE icon
87
Adobe
ADBE
$82.5B
$1.79M 0.1%
7,358
-20
CTRA
88
DELISTED
Coterra Energy
CTRA
$1.76M 0.1%
50,104
CL icon
89
Colgate-Palmolive
CL
$71.6B
$1.71M 0.1%
20,064
NVDA icon
90
NVIDIA
NVDA
$4.97T
$1.7M 0.1%
9,770
-63
ISRG icon
91
Intuitive Surgical
ISRG
$146B
$1.7M 0.1%
3,696
-52
VV icon
92
Vanguard Large-Cap ETF
VV
$52B
$1.68M 0.1%
5,630
ZBH icon
93
Zimmer Biomet
ZBH
$17.1B
$1.68M 0.09%
18,564
-3,503
VHT icon
94
Vanguard Health Care ETF
VHT
$17B
$1.66M 0.09%
6,090
IWB icon
95
iShares Russell 1000 ETF
IWB
$48B
$1.61M 0.09%
4,523
HON icon
96
Honeywell
HON
$140B
$1.57M 0.09%
6,928
-1,004
HUBB icon
97
Hubbell
HUBB
$25.2B
$1.52M 0.09%
3,095
ABT icon
98
Abbott
ABT
$154B
$1.52M 0.09%
14,782
+700
HD icon
99
Home Depot
HD
$327B
$1.42M 0.08%
4,323
-1
PFE icon
100
Pfizer
PFE
$149B
$1.38M 0.08%
49,046
-14,034
2 3
4
5 6