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
$1.02B
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$893K
2 +$632K
3 +$577K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$560K
5
CVX icon
Chevron
CVX
+$434K

Top Sells

1 +$582K
2 +$505K
3 +$420K
4
ARRY
Array Biopharma Inc
ARRY
+$369K
5
GS icon
Goldman Sachs
GS
+$321K

Sector Composition

1 Technology 25.57%
2 Healthcare 17.23%
3 Financials 11.97%
4 Consumer Staples 10.84%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$194K 0.02%
10,250
177
$129K 0.01%
13,484
178
-124
179
-1,568
180
-1,212
181
-7,082
182
-3,139
183
-7,965