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GD

Grandfield & Dodd Portfolio holdings

AUM $1.77B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.24M
3
+$1.51M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.39M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$705K

Top Sells

1
+$2.84M
2
+$2.37M
3
+$2.35M
4
GE icon
GE Aerospace
GE
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$1.06M

Sector Composition

1 Technology 29.68%
2 Industrials 19.24%
3 Healthcare 14.69%
4 Financials 9.24%
5 Materials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$414K 0.02%
1,754
-40
152
$411K 0.02%
3,190
-256
153
$403K 0.02%
3,256
154
$400K 0.02%
6,048
-1,415
155
$399K 0.02%
30,382
156
$399K 0.02%
3,735
157
$396K 0.02%
1,113
+300
158
$389K 0.02%
4,342
159
$386K 0.02%
2,573
160
$384K 0.02%
640
-7
161
$382K 0.02%
1,848
162
$377K 0.02%
1,589
+52
163
$375K 0.02%
321
-2
164
$364K 0.02%
1,686
+48
165
$364K 0.02%
3,108
166
$363K 0.02%
4,155
167
$361K 0.02%
6,658
-205
168
$355K 0.02%
2,650
169
$347K 0.02%
1,802
-1
170
$346K 0.02%
3,084
171
$341K 0.02%
10,456
172
$334K 0.02%
1,787
+8
173
$329K 0.02%
5,120
-775
174
$328K 0.02%
687
175
$326K 0.02%
1,475
5 6
7
8 9