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
126
$512K 0.04%
13,484
-60
127
$490K 0.04%
9,173
128
$490K 0.04%
2,459
-147
129
$479K 0.04%
2,351
-30
130
$476K 0.03%
4,065
-27
131
$475K 0.03%
2,018
132
$466K 0.03%
10,199
+1,412
133
$464K 0.03%
2,529
-25
134
$459K 0.03%
7,810
135
$456K 0.03%
4,780
+540
136
$453K 0.03%
1,698
-59
137
$439K 0.03%
1,897
138
$438K 0.03%
8,686
139
$435K 0.03%
3,086
140
$430K 0.03%
7,650
-1,200
141
$418K 0.03%
1,975
-49
142
$417K 0.03%
8,826
+6
143
$417K 0.03%
8,746
144
$412K 0.03%
3,184
145
$412K 0.03%
2,163
+100
146
$387K 0.03%
3,144
147
$379K 0.03%
9,025
148
$370K 0.03%
2,649
+60
149
$367K 0.03%
10,250
150
$358K 0.03%
2,063
4 5
6
7 8