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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
$1.77B
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$1.82M
3
+$1.73M
4
MSFT icon
Microsoft
MSFT
+$1.59M
5
ADSK icon
Autodesk
ADSK
+$1.25M

Top Sells

1
+$10.9M
2
+$4.2M
3
+$1.86M
4
GE icon
GE Aerospace
GE
+$1.78M
5
GILD icon
Gilead Sciences
GILD
+$1.18M

Sector Composition

1 Technology 28.37%
2 Industrials 19.09%
3 Healthcare 15.18%
4 Materials 9.1%
5 Financials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
101
AbbVie
ABBV
$402B
$1.34M 0.08%
6,153
+567
ORCL icon
102
Oracle
ORCL
$530B
$1.27M 0.07%
8,618
-2,360
ADP icon
103
Automatic Data Processing
ADP
$90.4B
$1.16M 0.07%
5,704
-199
PM icon
104
Philip Morris
PM
$287B
$1.14M 0.06%
6,865
-1
EXEL icon
105
Exelixis
EXEL
$13.4B
$1.13M 0.06%
26,439
-630
RSP icon
106
Invesco S&P 500 Equal Weight ETF
RSP
$90.5B
$1.09M 0.06%
5,691
-47
MCD icon
107
McDonald's
MCD
$202B
$1.06M 0.06%
3,417
-7
ALNY icon
108
Alnylam Pharmaceuticals
ALNY
$37.8B
$1.02M 0.06%
3,081
-48
V icon
109
Visa
V
$613B
$1.01M 0.06%
3,350
BMRN icon
110
BioMarin Pharmaceuticals
BMRN
$10.8B
$1.01M 0.06%
17,861
-290
ETN icon
111
Eaton
ETN
$152B
$1M 0.06%
2,806
GMAB icon
112
Genmab
GMAB
$15.4B
$997K 0.06%
37,163
-935
UNP icon
113
Union Pacific
UNP
$162B
$995K 0.06%
4,103
-145
GLD icon
114
SPDR Gold Trust
GLD
$139B
$970K 0.05%
2,254
+14
TSLA icon
115
Tesla
TSLA
$1.53T
$968K 0.05%
2,604
+21
MICC
116
The Magnum Ice Cream Company N.V.
MICC
$11B
$966K 0.05%
+64,630
IVW icon
117
iShares S&P 500 Growth ETF
IVW
$73.2B
$954K 0.05%
8,433
WMT icon
118
Walmart Inc
WMT
$963B
$900K 0.05%
7,244
+1,665
DE icon
119
Deere & Co
DE
$156B
$811K 0.05%
+1,439
VPL icon
120
Vanguard FTSE Pacific ETF
VPL
$8.49B
$807K 0.05%
8,255
FCX icon
121
Freeport-McMoran
FCX
$98.3B
$795K 0.04%
13,519
+268
VO icon
122
Vanguard Mid-Cap ETF
VO
$104B
$772K 0.04%
10,744
+188
CSCO icon
123
Cisco
CSCO
$477B
$756K 0.04%
9,742
-225
VEA icon
124
Vanguard FTSE Developed Markets ETF
VEA
$230B
$733K 0.04%
11,442
+92
FUL icon
125
H.B. Fuller
FUL
$3.47B
$729K 0.04%
11,824
3 4
5
6 7