GD
Grandfield & Dodd Portfolio holdings
AUM
$1.71B
1-Year Return
14.85%
This Quarter Return
+7.3%
1 Year Return
+14.85%
3 Year Return
+57.47%
5 Year Return
+112%
10 Year Return
+284.72%
AUM
$561M
AUM Growth
+$32.8M
(+6.2%)
Cap. Flow
-$2.98M
Cap. Flow
% of AUM
-0.53%
Top 10 Holdings %
Top 10 Hldgs %
27.99%
Holding
176
New
5
Increased
29
Reduced
76
Closed
8
Top Buys
| 1 |
Autodesk
ADSK
|
$2.91M |
| 2 |
Zimmer Biomet
ZBH
|
$2.32M |
| 3 |
Stryker
SYK
|
$2.13M |
| 4 |
Vodafone
VOD
|
$651K |
| 5 |
Verisk Analytics
VRSK
|
$567K |
Top Sells
| 1 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$2.77M |
| 2 |
Phillips 66
PSX
|
$1.13M |
| 3 |
BMC
BMC SOFTWARE, INC
BMC
|
$951K |
| 4 |
Dover
DOV
|
$884K |
| 5 |
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% |