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GD

Grandfield & Dodd Portfolio holdings

AUM $1.77B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$848M
AUM Growth
-$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$790K
2
+$678K
3
+$673K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$669K
5
CVX icon
Chevron
CVX
+$591K

Top Sells

1
+$6.66M
2
+$3.48M
3
+$3.01M
4
XOM icon
Exxon Mobil
XOM
+$2.73M
5
CACI icon
CACI
CACI
+$2.51M

Sector Composition

1 Technology 27%
2 Healthcare 19.35%
3 Consumer Staples 11.57%
4 Financials 11.5%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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177
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178
– –
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179
– –
-8,850
180
– –
-1,711
181
– –
-4,810
182
– –
-5,465
183
– –
-6,109
184
– –
-2,259
185
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-3,814
186
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-512
187
– –
-8,226
188
– –
-1,246
4 5 6 7
8