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
$561M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$2.61M
2 +$2.29M
3 +$2.17M
4
VOD icon
Vodafone
VOD
+$574K
5
COL
Rockwell Collins
COL
+$573K

Top Sells

1 +$2.89M
2 +$1.14M
3 +$951K
4
DOV icon
Dover
DOV
+$846K
5
PGR icon
Progressive
PGR
+$646K

Sector Composition

1 Technology 19.38%
2 Healthcare 15.09%
3 Energy 14.46%
4 Industrials 12.6%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-21,077