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
$663M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$2.31M
2 +$2.16M
3 +$1.49M
4
CVX icon
Chevron
CVX
+$1.25M
5
COL
Rockwell Collins
COL
+$498K

Top Sells

1 +$1.17M
2 +$924K
3 +$835K
4
ECL icon
Ecolab
ECL
+$824K
5
AXP icon
American Express
AXP
+$763K

Sector Composition

1 Technology 18.85%
2 Healthcare 15.54%
3 Energy 15.53%
4 Industrials 12.02%
5 Consumer Staples 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$75K 0.01%
600
177
$56K 0.01%
3,585
178
$51K 0.01%
1,706
179
$51K 0.01%
850
180
$48K 0.01%
16,000
181
$15K ﹤0.01%
50
182
-5,951
183
-2,400
184
-1,932