GD
Grandfield & Dodd Portfolio holdings
AUM
$1.71B
1-Year Return
14.85%
This Quarter Return
+7.15%
1 Year Return
+14.85%
3 Year Return
+57.47%
5 Year Return
+112%
10 Year Return
+284.72%
AUM
$1.34B
AUM Growth
+$63.1M
(+5%)
Cap. Flow
-$11.1M
Cap. Flow
% of AUM
-0.83%
Top 10 Holdings %
Top 10 Hldgs %
31.36%
Holding
203
New
11
Increased
60
Reduced
76
Closed
6
Top Buys
| 1 |
RTX Corp
RTX
|
$2.12M |
| 2 |
Hexcel
HXL
|
$1.75M |
| 3 |
Devon Energy
DVN
|
$1.11M |
| 4 |
Gilead Sciences
GILD
|
$1.08M |
| 5 |
M&T Bank
MTB
|
$546K |
Top Sells
| 1 |
UnitedHealth
UNH
|
$4.81M |
| 2 |
Microsoft
MSFT
|
$2.17M |
| 3 |
PayPal
PYPL
|
$1.85M |
| 4 |
US Bancorp
USB
|
$1.03M |
| 5 |
Autodesk
ADSK
|
$810K |
Sector Composition
| 1 | Technology | 28.13% |
| 2 | Healthcare | 14.71% |
| 3 | Financials | 12.99% |
| 4 | Industrials | 12.74% |
| 5 | Consumer Staples | 9.4% |
