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
$1.11B
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$3.51M
3
+$832K
4
VHT icon
Vanguard Health Care ETF
VHT
+$620K
5
CVX icon
Chevron
CVX
+$527K

Top Sells

1
+$1.94M
2
+$1.73M
3
+$789K
4
PYPL icon
PayPal
PYPL
+$770K
5
ADSK icon
Autodesk
ADSK
+$623K

Sector Composition

1 Technology 27.82%
2 Healthcare 17.13%
3 Financials 12.18%
4 Industrials 11.79%
5 Consumer Staples 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$470K 0.04%
6,836
-24
127
$470K 0.04%
2,400
128
$450K 0.04%
7,036
-3
129
$450K 0.04%
3,308
-10
130
$430K 0.04%
24,500
-175
131
$430K 0.04%
2,886
-200
132
$430K 0.04%
12,334
133
$430K 0.04%
7,309
-216
134
$420K 0.04%
8,899
135
$390K 0.04%
1,728
-8
136
$390K 0.04%
6,532
-381
137
$380K 0.03%
1,557
-4
138
$380K 0.03%
1,529
+33
139
$350K 0.03%
8,916
-898
140
$350K 0.03%
2,755
-21
141
$350K 0.03%
13,898
-200
142
$340K 0.03%
3,682
143
$340K 0.03%
8,822
-27
144
$320K 0.03%
1,928
-82
145
$320K 0.03%
1,289
146
$320K 0.03%
1,439
-5
147
$320K 0.03%
6,511
-9
148
$320K 0.03%
8,854
-4,249
149
$310K 0.03%
1,745
-765
150
$290K 0.03%
5,967
-402
4 5
6
7 8