GD
Grandfield & Dodd Portfolio holdings
AUM
$1.71B
This Quarter Return
+2.34%
1 Year Return
+14.85%
3 Year Return
+57.47%
5 Year Return
+112%
10 Year Return
+284.72%
AUM
$637M
AUM Growth
+$637M
(+3.5%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
2.3%
Top 10 Holdings %
Top 10 Hldgs %
27.07%
Holding
182
New
8
Increased
66
Reduced
47
Closed
4
Top Buys
| 1 |
Verizon
VZ
|
$7.6M |
| 2 |
eBay
EBAY
|
$3.75M |
| 3 |
Westlake Corp
WLK
|
$3.28M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$3.12M |
| 5 |
Exxon Mobil
XOM
|
$966K |
Top Sells
| 1 |
Vodafone
VOD
|
$10.2M |
| 2 |
Dominion Energy
D
|
$697K |
| 3 |
Mondelez International
MDLZ
|
$472K |
| 4 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
$407K |
| 5 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$357K |
Sector Composition
| 1 | Technology | 19.66% |
| 2 | Healthcare | 15.65% |
| 3 | Energy | 14.24% |
| 4 | Industrials | 12.15% |
| 5 | Consumer Staples | 8.34% |
