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
$1.43B
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.33M
3
+$1.86M
4
HXL icon
Hexcel
HXL
+$1.7M
5
RTX icon
RTX Corp
RTX
+$935K

Top Sells

1
+$1.75M
2
+$1.69M
3
+$1.3M
4
ALXN
Alexion Pharmaceuticals
ALXN
+$1.29M
5
BC icon
Brunswick
BC
+$1.24M

Sector Composition

1 Technology 29.17%
2 Healthcare 14.99%
3 Financials 13.22%
4 Industrials 12.54%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.02M 0.14%
13,759
+41
77
$2.01M 0.14%
30,960
78
$2M 0.14%
4,663
79
$1.95M 0.14%
11,860
+1,440
80
$1.94M 0.14%
9,121
+175
81
$1.86M 0.13%
15,784
82
$1.79M 0.12%
5,446
-40
83
$1.75M 0.12%
23,131
-225
84
$1.54M 0.11%
59,712
85
$1.52M 0.11%
4,599
-75
86
$1.44M 0.1%
7,921
-11
87
$1.33M 0.09%
6,643
88
$1.25M 0.09%
13,320
-50
89
$1.19M 0.08%
4,593
+708
90
$1.14M 0.08%
19,188
+174
91
$1.14M 0.08%
11,907
+164
92
$1.14M 0.08%
4,991
-100
93
$1.13M 0.08%
5,065
+47
94
$1.09M 0.08%
50,104
95
$1.07M 0.07%
5,324
+534
96
$1.05M 0.07%
16,335
-120
97
$1.04M 0.07%
7,819
+99
98
$1.04M 0.07%
5,282
-82
99
$1.04M 0.07%
2,910
100
$1.01M 0.07%
38,035
-678
2 3
4
5 6