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
$970M
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1 +$4.24M
2 +$1.89M
3 +$1.77M
4
TRMB icon
Trimble
TRMB
+$1.66M
5
PPG icon
PPG Industries
PPG
+$1.44M

Top Sells

1 +$4.4M
2 +$2.6M
3 +$1.98M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
VOD icon
Vodafone
VOD
+$849K

Sector Composition

1 Technology 24.05%
2 Healthcare 17.46%
3 Financials 11.19%
4 Industrials 9.86%
5 Consumer Staples 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$220K 0.02%
+2,598
177
$220K 0.02%
+5,375
178
$216K 0.02%
1,439
179
$215K 0.02%
2,153
180
$207K 0.02%
6,345
181
$205K 0.02%
+2,259
182
$200K 0.02%
+2,622
183
$190K 0.02%
13,618
184
-3,469
185
-1,077