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
$1.55B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.83M
3
+$1.52M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.11M
5
DIS icon
Walt Disney
DIS
+$841K

Top Sells

1
+$3.41M
2
+$3.11M
3
+$2M
4
SNPS icon
Synopsys
SNPS
+$1.03M
5
EBAY icon
eBay
EBAY
+$930K

Sector Composition

1 Technology 30.41%
2 Healthcare 14.16%
3 Industrials 12.9%
4 Financials 11.51%
5 Consumer Staples 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.23M 0.14%
14,440
+426
77
$2.22M 0.14%
29,187
-1,524
78
$2.2M 0.14%
15,611
-173
79
$2.05M 0.13%
13,776
+17
80
$2.04M 0.13%
4,305
-358
81
$2.02M 0.13%
12,140
+280
82
$1.98M 0.13%
23,165
+34
83
$1.9M 0.12%
9,121
84
$1.85M 0.12%
8,440
+519
85
$1.82M 0.12%
56,892
-2,820
86
$1.65M 0.11%
4,683
+90
87
$1.64M 0.11%
6,643
88
$1.55M 0.1%
4,311
-288
89
$1.52M 0.1%
+14,217
90
$1.4M 0.09%
2,932
+682
91
$1.32M 0.08%
5,257
-25
92
$1.24M 0.08%
13,320
93
$1.19M 0.08%
13,470
+1,337
94
$1.18M 0.08%
18,892
-296
95
$1.18M 0.08%
5,324
96
$1.13M 0.07%
13,231
+1,324
97
$1.13M 0.07%
4,891
-100
98
$1.12M 0.07%
7,819
99
$1.11M 0.07%
5,131
+66
100
$1.09M 0.07%
14,910
+1,770
2 3
4
5 6