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
$1.43B
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.33M
3
+$1.86M
4
HXL icon
Hexcel
HXL
+$1.7M
5
RTX icon
RTX Corp
RTX
+$935K

Top Sells

1
+$1.75M
2
+$1.69M
3
+$1.3M
4
ALXN
Alexion Pharmaceuticals
ALXN
+$1.29M
5
BC icon
Brunswick
BC
+$1.24M

Sector Composition

1 Technology 29.17%
2 Healthcare 14.99%
3 Financials 13.22%
4 Industrials 12.54%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$410K 0.03%
7,715
-1,210
152
$410K 0.03%
9,016
+194
153
$400K 0.03%
1,481
+170
154
$400K 0.03%
5,186
+321
155
$380K 0.03%
3,909
+125
156
$370K 0.03%
8,670
+115
157
$370K 0.03%
1,839
158
$370K 0.03%
17,810
-30
159
$360K 0.03%
8,850
-15
160
$350K 0.02%
7,419
161
$340K 0.02%
2,567
+476
162
$340K 0.02%
3,697
-937
163
$330K 0.02%
7,810
+14
164
$330K 0.02%
6,521
+1,426
165
$320K 0.02%
2,564
166
$320K 0.02%
12,041
167
$320K 0.02%
2,582
168
$320K 0.02%
1,862
169
$320K 0.02%
6,842
170
$300K 0.02%
4,275
+100
171
$300K 0.02%
2,354
+100
172
$280K 0.02%
+338
173
$280K 0.02%
2,419
+266
174
$280K 0.02%
1,453
+11
175
$280K 0.02%
3,885
5 6
7
8 9