GD
Grandfield & Dodd Portfolio holdings
AUM
$1.71B
1-Year Return
14.85%
This Quarter Return
+4.91%
1 Year Return
+14.85%
3 Year Return
+57.47%
5 Year Return
+112%
10 Year Return
+284.72%
AUM
$663M
AUM Growth
+$25.8M
(+4%)
Cap. Flow
-$1.11M
Cap. Flow
% of AUM
-0.17%
Top 10 Holdings %
Top 10 Hldgs %
26.36%
Holding
184
New
6
Increased
36
Reduced
73
Closed
3
Top Buys
| 1 |
JWN
Nordstrom
JWN
|
$2.31M |
| 2 |
eBay
EBAY
|
$2.16M |
| 3 |
Vodafone
VOD
|
$1.49M |
| 4 |
Chevron
CVX
|
$1.25M |
| 5 |
COL
Rockwell Collins
COL
|
$498K |
Top Sells
| 1 |
Verizon
VZ
|
$1.17M |
| 2 |
ABB
ABB Ltd.
ABB
|
$924K |
| 3 |
Mondelez International
MDLZ
|
$835K |
| 4 |
Ecolab
ECL
|
$824K |
| 5 |
American Express
AXP
|
$763K |
Sector Composition
| 1 | Technology | 18.85% |
| 2 | Healthcare | 15.54% |
| 3 | Energy | 15.53% |
| 4 | Industrials | 12.02% |
| 5 | Consumer Staples | 7.97% |
