GD

Grandfield & Dodd Portfolio holdings

AUM $1.71B
1-Year Est. Return 14.85%
This Quarter Est. Return
1 Year Est. Return
+14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.97M
3
+$3.32M
4
CVX icon
Chevron
CVX
+$1.35M
5
USB icon
US Bancorp
USB
+$1.31M

Top Sells

1
+$13.3M
2
+$2.28M
3
+$2.19M
4
EBAY icon
eBay
EBAY
+$1.88M
5
ADSK icon
Autodesk
ADSK
+$1.07M

Sector Composition

1 Technology 28.26%
2 Healthcare 15.73%
3 Financials 12.71%
4 Industrials 12.19%
5 Consumer Staples 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$310K 0.02%
6,967
-1,949
152
$310K 0.02%
8,009
-249
153
$300K 0.02%
+7,281
154
$300K 0.02%
4,175
-2,861
155
$300K 0.02%
+2,110
156
$290K 0.02%
5,967
157
$290K 0.02%
1,289
158
$290K 0.02%
2,091
159
$290K 0.02%
1,045
-30
160
$290K 0.02%
+4,282
161
$280K 0.02%
3,814
162
$280K 0.02%
1,862
163
$280K 0.02%
+3,625
164
$280K 0.02%
5,665
+15
165
$270K 0.02%
411
166
$270K 0.02%
2,648
167
$270K 0.02%
8,850
168
$270K 0.02%
5,613
+129
169
$270K 0.02%
5,070
-7,300
170
$260K 0.02%
7,423
-2,093
171
$250K 0.02%
+8,086
172
$250K 0.02%
5,380
+240
173
$240K 0.02%
961
174
$240K 0.02%
1,210
+55
175
$240K 0.02%
1,462
4 5 6
7
8