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
$1.03B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.94M
3
+$1.86M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.32M
5
WY icon
Weyerhaeuser
WY
+$1.21M

Top Sells

1
+$2.18M
2
+$2.03M
3
+$1.41M
4
DOX icon
Amdocs
DOX
+$1.36M
5
AMGN icon
Amgen
AMGN
+$1.01M

Sector Composition

1 Technology 28.62%
2 Healthcare 17.49%
3 Financials 12.33%
4 Consumer Staples 9.99%
5 Industrials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$460K 0.04%
6,396
127
$460K 0.04%
10,506
-1,746
128
$460K 0.04%
14,098
-450
129
$440K 0.04%
13,103
-3,359
130
$430K 0.04%
2,400
131
$420K 0.04%
3,318
-30
132
$410K 0.04%
6,860
-76
133
$410K 0.04%
2,510
+775
134
$410K 0.04%
7,525
-518
135
$400K 0.04%
1,561
-21
136
$400K 0.04%
7,039
-17
137
$400K 0.04%
12,334
138
$380K 0.04%
6,913
-245
139
$370K 0.04%
1,736
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140
$370K 0.04%
2,010
-46
141
$370K 0.04%
+4,800
142
$360K 0.03%
8,899
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143
$360K 0.03%
6,520
-34
144
$350K 0.03%
11,130
-352
145
$350K 0.03%
8,849
-107
146
$330K 0.03%
+3,682
147
$320K 0.03%
6,369
-10
148
$280K 0.03%
2,091
149
$280K 0.03%
+1,926
150
$280K 0.03%
6,565
-39
4 5
6
7 8