GD
Grandfield & Dodd Portfolio holdings
AUM
$1.71B
This Quarter Return
+4.69%
1 Year Return
+14.85%
3 Year Return
+57.47%
5 Year Return
+112%
10 Year Return
+284.72%
AUM
$647M
AUM Growth
+$647M
(+1.7%)
Cap. Flow
-$6.46M
Cap. Flow
% of AUM
-1%
Top 10 Holdings %
Top 10 Hldgs %
28.67%
Holding
171
New
6
Increased
31
Reduced
95
Closed
4
Top Buys
| 1 |
Corning
GLW
|
$4.21M |
| 2 |
JWN
Nordstrom
JWN
|
$3.95M |
| 3 |
Vodafone
VOD
|
$981K |
| 4 |
Stryker
SYK
|
$940K |
| 5 |
Emerson Electric
EMR
|
$810K |
Top Sells
| 1 |
Westlake Corp
WLK
|
$5.03M |
| 2 |
DuPont de Nemours
DD
|
$3.26M |
| 3 |
Wolfspeed
WOLF
|
$2.9M |
| 4 |
Verizon
VZ
|
$2.34M |
| 5 |
Amgen
AMGN
|
$1.22M |
Sector Composition
| 1 | Technology | 20.17% |
| 2 | Healthcare | 17.39% |
| 3 | Energy | 12.25% |
| 4 | Industrials | 11.91% |
| 5 | Consumer Staples | 8.63% |
