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
101
$1.01M 0.07%
7,425
102
$998K 0.07%
3,787
-38
103
$997K 0.07%
2,910
104
$983K 0.07%
11,701
+90
105
$955K 0.07%
5,912
-3
106
$944K 0.07%
9,325
107
$911K 0.07%
11,146
+112
108
$902K 0.07%
13,334
109
$866K 0.06%
12,094
110
$859K 0.06%
12,664
-1
111
$853K 0.06%
20,118
+9,908
112
$842K 0.06%
8,479
+150
113
$816K 0.06%
23,353
+360
114
$812K 0.06%
9,708
+500
115
$801K 0.06%
3,854
-134
116
$786K 0.06%
3,090
-59
117
$784K 0.06%
3,723
-841
118
$755K 0.06%
3,045
119
$755K 0.06%
3,217
120
$737K 0.05%
11,450
121
$718K 0.05%
4,816
122
$613K 0.04%
1,429
-8
123
$576K 0.04%
8,386
124
$535K 0.04%
370
125
$514K 0.04%
14,700
+200
3 4
5
6 7