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
76
$1.85M 0.15%
7,843
+221
77
$1.83M 0.14%
4,903
+1,511
78
$1.81M 0.14%
16,505
79
$1.79M 0.14%
8,436
80
$1.72M 0.14%
19,640
-400
81
$1.6M 0.13%
18,240
82
$1.49M 0.12%
30,960
83
$1.46M 0.11%
59,712
84
$1.43M 0.11%
8,800
-180
85
$1.38M 0.11%
5,188
+20
86
$1.26M 0.1%
4,638
87
$1.24M 0.1%
39,714
-9,697
88
$1.17M 0.09%
6,663
89
$1.17M 0.09%
7,467
+300
90
$1.15M 0.09%
18,533
+116
91
$1.14M 0.09%
5,457
92
$1.11M 0.09%
19,642
+605
93
$1.1M 0.09%
13,725
-50
94
$1.09M 0.09%
12,535
+359
95
$1.09M 0.09%
11,379
+262
96
$1.08M 0.08%
8,005
+85
97
$1.03M 0.08%
4,723
-105
98
$1.02M 0.08%
4,329
-66
99
$1M 0.08%
12,610
100
$990K 0.08%
11,239
+439
2 3
4
5 6