GD
Grandfield & Dodd Portfolio holdings
AUM
$1.71B
This Quarter Return
+2.82%
1 Year Return
+14.85%
3 Year Return
+57.47%
5 Year Return
+112%
10 Year Return
+284.72%
AUM
$714M
AUM Growth
+$714M
(+3.4%)
Cap. Flow
+$11.2M
Cap. Flow
% of AUM
1.57%
Top 10 Holdings %
Top 10 Hldgs %
29.89%
Holding
173
New
5
Increased
45
Reduced
47
Closed
5
Top Buys
| 1 |
Sanofi
SNY
|
$3.32M |
| 2 |
Novartis
NVS
|
$2.14M |
| 3 |
TripAdvisor
TRIP
|
$2.12M |
| 4 |
Brunswick
BC
|
$1.37M |
| 5 |
Diageo
DEO
|
$1.31M |
Top Sells
| 1 |
Sealed Air
SEE
|
$1.67M |
| 2 |
Amgen
AMGN
|
$1.1M |
| 3 |
Hormel Foods
HRL
|
$990K |
| 4 |
ConocoPhillips
COP
|
$695K |
| 5 |
Equinor
EQNR
|
$544K |
Sector Composition
| 1 | Technology | 20.76% |
| 2 | Healthcare | 19.34% |
| 3 | Consumer Staples | 12.3% |
| 4 | Industrials | 10.11% |
| 5 | Energy | 7.62% |
