GD

Grandfield & Dodd Portfolio holdings

AUM $1.77B
1-Year Est. Return 21.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.89M
3
+$1.78M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.35M
5
WY icon
Weyerhaeuser
WY
+$1.09M

Top Sells

1
+$1.81M
2
+$1.76M
3
+$1.38M
4
PYPL icon
PayPal
PYPL
+$1.12M
5
AMGN icon
Amgen
AMGN
+$977K

Sector Composition

1 Technology 28.62%
2 Healthcare 17.49%
3 Financials 12.33%
4 Consumer Staples 9.99%
5 Industrials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$270K 0.03%
2,776
-182
152
$260K 0.03%
965
-18
153
$250K 0.02%
1,155
154
$250K 0.02%
+1,093
155
$250K 0.02%
+8,850
156
$240K 0.02%
+1,289
157
$240K 0.02%
3,939
-1,080
158
$240K 0.02%
1,868
-24
159
$240K 0.02%
+3,285
160
$230K 0.02%
+2,590
161
$230K 0.02%
1,444
-17
162
$230K 0.02%
+2,653
163
$230K 0.02%
3,764
164
$220K 0.02%
+3,814
165
$220K 0.02%
8,258
-491
166
$220K 0.02%
+5,630
167
$220K 0.02%
+5,484
168
$210K 0.02%
+512
169
$210K 0.02%
+412
170
$210K 0.02%
13,815
-787
171
$210K 0.02%
23,244
172
$200K 0.02%
+2,450
173
$200K 0.02%
+1,582
174
$190K 0.02%
10,496
175
$160K 0.02%
13,484
4 5 6
7
8