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
$1.34B
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.75M
3
+$1.11M
4
GILD icon
Gilead Sciences
GILD
+$1.08M
5
MTB icon
M&T Bank
MTB
+$546K

Top Sells

1
+$4.81M
2
+$2.17M
3
+$1.85M
4
USB icon
US Bancorp
USB
+$1.03M
5
ADSK icon
Autodesk
ADSK
+$810K

Sector Composition

1 Technology 28.13%
2 Healthcare 14.71%
3 Financials 12.99%
4 Industrials 12.74%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.95M 0.15%
8,986
+550
77
$1.85M 0.14%
4,663
-240
78
$1.84M 0.14%
23,356
79
$1.76M 0.13%
5,005
80
$1.69M 0.13%
7,862
+19
81
$1.67M 0.12%
30,960
82
$1.65M 0.12%
5,407
+219
83
$1.55M 0.12%
10,040
+1,240
84
$1.5M 0.11%
59,712
85
$1.39M 0.1%
36,580
-3,134
86
$1.26M 0.09%
6,663
87
$1.21M 0.09%
13,370
-355
88
$1.19M 0.09%
5,388
-69
89
$1.18M 0.09%
18,733
+200
90
$1.15M 0.09%
4,674
+36
91
$1.13M 0.08%
7,372
-95
92
$1.12M 0.08%
11,553
+174
93
$1.1M 0.08%
7,920
-85
94
$1.08M 0.08%
16,496
+421
95
$1.03M 0.08%
12,645
+110
96
$1.03M 0.08%
4,860
+137
97
$1.01M 0.08%
5,091
+400
98
$960K 0.07%
11,810
-800
99
$950K 0.07%
15,600
100
$940K 0.07%
50,104
2 3
4
5 6