GD
Grandfield & Dodd Portfolio holdings
AUM
$1.71B
This Quarter Return
+6.21%
1 Year Return
+14.85%
3 Year Return
+57.47%
5 Year Return
+112%
10 Year Return
+284.72%
AUM
$761M
AUM Growth
+$761M
(+6.6%)
Cap. Flow
+$9.4M
Cap. Flow
% of AUM
1.23%
Top 10 Holdings %
Top 10 Hldgs %
29.61%
Holding
187
New
19
Increased
59
Reduced
61
Closed
8
Top Buys
| 1 |
Sanofi
SNY
|
$2.77M |
| 2 |
Brunswick
BC
|
$2.07M |
| 3 |
TWX
Time Warner Inc
TWX
|
$1.37M |
| 4 |
Novartis
NVS
|
$1.31M |
| 5 |
Diageo
DEO
|
$1.3M |
Top Sells
| 1 |
Sealed Air
SEE
|
$2.57M |
| 2 |
JWN
Nordstrom
JWN
|
$2.19M |
| 3 |
Bank of America
BAC
|
$810K |
| 4 |
Amgen
AMGN
|
$648K |
| 5 |
SE
Spectra Energy Corp Wi
SE
|
$594K |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Healthcare | 18.87% |
| 3 | Consumer Staples | 11.83% |
| 4 | Industrials | 10.25% |
| 5 | Energy | 6.78% |
