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
$1.37B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$1.35M
3
+$1.17M
4
PYPL icon
PayPal
PYPL
+$1.09M
5
IAC icon
IAC Inc
IAC
+$845K

Top Sells

1
+$1.62M
2
+$1.28M
3
+$1.23M
4
DVN icon
Devon Energy
DVN
+$794K
5
CTSH icon
Cognizant
CTSH
+$730K

Sector Composition

1 Technology 25.97%
2 Healthcare 17.1%
3 Industrials 13.26%
4 Financials 11.2%
5 Consumer Staples 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.95M 0.14%
15,146
+394
77
$1.83M 0.13%
8,527
-50
78
$1.79M 0.13%
20,180
-340
79
$1.78M 0.13%
14,904
+625
80
$1.76M 0.13%
19,930
-430
81
$1.71M 0.13%
5,414
-10
82
$1.68M 0.12%
4,393
-87
83
$1.64M 0.12%
20,757
-859
84
$1.6M 0.12%
6,706
-175
85
$1.59M 0.12%
15,410
+1,037
86
$1.56M 0.11%
14,250
-28
87
$1.48M 0.11%
29,426
+13,696
88
$1.38M 0.1%
13,730
-172
89
$1.37M 0.1%
17,040
+1,125
90
$1.35M 0.1%
18,761
-251
91
$1.25M 0.09%
13,064
92
$1.25M 0.09%
52,720
-4,172
93
$1.23M 0.09%
50,104
94
$1.21M 0.09%
3,301
+380
95
$1.19M 0.09%
31,474
+2,403
96
$1.13M 0.08%
4,261
-50
97
$1.12M 0.08%
2,914
-58
98
$1.07M 0.08%
6,148
-60
99
$1.07M 0.08%
5,157
-100
100
$1.04M 0.08%
24,989
-500
2 3
4
5 6