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
$1.1B
AUM Growth
+$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1 +$2.5M
2 +$1.17M
3 +$1.17M
4
MDT icon
Medtronic
MDT
+$992K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$882K

Top Sells

1 +$1.37M
2 +$838K
3 +$465K
4
WLY icon
John Wiley & Sons Class A
WLY
+$439K
5
XOM icon
Exxon Mobil
XOM
+$394K

Sector Composition

1 Technology 26.65%
2 Healthcare 17.66%
3 Financials 11.62%
4 Consumer Staples 10.27%
5 Industrials 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$222K 0.02%
2,622
177
$221K 0.02%
+1,384
178
$212K 0.02%
+4,810
179
$208K 0.02%
+1,212
180
$207K 0.02%
+982
181
$204K 0.02%
10,250
182
$203K 0.02%
+1,246
183
$203K 0.02%
2,350
184
$177K 0.02%
13,484
185
-1,458