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GD

Grandfield & Dodd Portfolio holdings

AUM $1.77B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.24M
3
+$1.51M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.39M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$705K

Top Sells

1
+$2.84M
2
+$2.37M
3
+$2.35M
4
GE icon
GE Aerospace
GE
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$1.06M

Sector Composition

1 Technology 29.68%
2 Industrials 19.24%
3 Healthcare 14.69%
4 Financials 9.24%
5 Materials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$634K 0.04%
2,247
127
$624K 0.04%
1,890
+105
128
$612K 0.03%
1,339
-24
129
$586K 0.03%
8,564
-20
130
$585K 0.03%
16,967
-1,640
131
$582K 0.03%
2,739
+1
132
$580K 0.03%
789
-5
133
$559K 0.03%
861
134
$545K 0.03%
5,115
135
$529K 0.03%
13,484
136
$517K 0.03%
2,763
137
$516K 0.03%
3,246
+202
138
$501K 0.03%
1,994
139
$499K 0.03%
11,059
-782
140
$489K 0.03%
6,377
+63
141
$474K 0.03%
2,522
142
$474K 0.03%
1,581
-714
143
$473K 0.03%
6,270
144
$472K 0.03%
8,507
145
$460K 0.03%
4,921
146
$453K 0.03%
1,871
147
$451K 0.03%
15,939
+300
148
$437K 0.02%
1,667
149
$437K 0.02%
2,700
150
$437K 0.02%
4,349
4 5
6
7 8