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
$910M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$3.43M
3
+$2.83M
4
WPP icon
WPP
WPP
+$1.84M
5
PPG icon
PPG Industries
PPG
+$1.55M

Top Sells

1
+$13.7M
2
+$3.12M
3
+$2.64M
4
MSFT icon
Microsoft
MSFT
+$1.64M
5
AMAT icon
Applied Materials
AMAT
+$695K

Sector Composition

1 Technology 23.14%
2 Healthcare 16.72%
3 Financials 10.76%
4 Consumer Staples 10.3%
5 Industrials 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$201K 0.02%
1,439
-17
177
– –
-3,814
178
– –
-10,250
179
– –
-2,091
180
– –
-1,384
181
– –
-145,211
182
– –
-2,370
4 5 6 7
8