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GD

Grandfield & Dodd Portfolio holdings

AUM $1.77B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.24M
3
+$1.51M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.39M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$705K

Top Sells

1
+$2.84M
2
+$2.37M
3
+$2.35M
4
GE icon
GE Aerospace
GE
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$1.06M

Sector Composition

1 Technology 29.68%
2 Industrials 19.24%
3 Healthcare 14.69%
4 Financials 9.24%
5 Materials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.56M 0.15%
3,839
77
$2.55M 0.14%
11,628
-378
78
$2.51M 0.14%
12,645
79
$2.46M 0.14%
37,675
+445
80
$2.33M 0.13%
16,626
+194
81
$2.31M 0.13%
8,176
82
$2.26M 0.13%
16,080
-187
83
$2.23M 0.13%
31,282
84
$2.23M 0.13%
3,334
-115
85
$2.19M 0.12%
3,569
86
$2.01M 0.11%
15,345
87
$1.96M 0.11%
14,649
88
$1.85M 0.1%
9,896
-381
89
$1.82M 0.1%
30,960
90
$1.79M 0.1%
21,077
+254
91
$1.75M 0.1%
4,323
-54
92
$1.73M 0.1%
5,630
+80
93
$1.73M 0.1%
5,903
94
$1.68M 0.1%
3,756
95
$1.67M 0.1%
65,691
-99
96
$1.67M 0.09%
8,416
-34
97
$1.66M 0.09%
2,178
-101
98
$1.65M 0.09%
4,523
99
$1.6M 0.09%
20,065
-70
100
$1.42M 0.08%
3,120
+68
2 3
4
5 6