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
$691M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$2.8M
2 +$1.2M
3 +$1.18M
4
EBAY icon
eBay
EBAY
+$966K
5
FDX icon
FedEx
FDX
+$942K

Top Sells

1 +$6.22M
2 +$5.12M
3 +$1.62M
4
AMGN icon
Amgen
AMGN
+$1.08M
5
VTV icon
Vanguard Value ETF
VTV
+$658K

Sector Composition

1 Technology 21.72%
2 Healthcare 17.64%
3 Consumer Staples 12.99%
4 Industrials 10.45%
5 Energy 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-38,633