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
$1.03B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.94M
3
+$1.86M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.32M
5
WY icon
Weyerhaeuser
WY
+$1.21M

Top Sells

1
+$2.18M
2
+$2.03M
3
+$1.41M
4
DOX icon
Amdocs
DOX
+$1.36M
5
AMGN icon
Amgen
AMGN
+$1.01M

Sector Composition

1 Technology 28.62%
2 Healthcare 17.49%
3 Financials 12.33%
4 Consumer Staples 9.99%
5 Industrials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.53M 0.15%
30,181
+113
77
$1.52M 0.15%
16,676
-80
78
$1.52M 0.15%
5,018
+11
79
$1.42M 0.14%
20,040
+100
80
$1.35M 0.13%
11,036
+600
81
$1.31M 0.13%
10,633
+695
82
$1.31M 0.13%
5,248
+50
83
$1.29M 0.12%
18,240
+560
84
$1.28M 0.12%
59,712
+572
85
$1.24M 0.12%
11,953
+760
86
$1.23M 0.12%
8,475
-40
87
$1.2M 0.12%
8,720
+480
88
$1.13M 0.11%
7,979
-120
89
$1.1M 0.11%
18,701
+1,365
90
$1.08M 0.1%
18,421
+177
91
$1.05M 0.1%
3,390
+2,558
92
$1M 0.1%
6,686
-108
93
$1M 0.1%
31,098
+138
94
$990K 0.1%
6,895
+2,215
95
$930K 0.09%
4,828
+30
96
$920K 0.09%
5,457
+95
97
$900K 0.09%
18,960
+3,360
98
$880K 0.09%
4,638
99
$870K 0.08%
14,058
-265
100
$860K 0.08%
50,121
-55
2 3
4
5 6