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
$658M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$6.29M
2 +$1.95M
3 +$1.94M
4
SE
Spectra Energy Corp Wi
SE
+$1.65M
5
PX
Praxair Inc
PX
+$1.61M

Top Sells

1 +$1.82M
2 +$1.08M
3 +$869K
4
HRL icon
Hormel Foods
HRL
+$528K
5
MDT icon
Medtronic
MDT
+$517K

Sector Composition

1 Technology 21.29%
2 Healthcare 18.17%
3 Consumer Staples 13.11%
4 Industrials 9.79%
5 Energy 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-50
177
-600
178
-2,855
179
-2,538