GD

Grandfield & Dodd Portfolio holdings

AUM $1.77B
1-Year Est. Return 21.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.89M
3
+$1.78M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.35M
5
WY icon
Weyerhaeuser
WY
+$1.09M

Top Sells

1
+$1.81M
2
+$1.76M
3
+$1.38M
4
PYPL icon
PayPal
PYPL
+$1.12M
5
AMGN icon
Amgen
AMGN
+$977K

Sector Composition

1 Technology 28.62%
2 Healthcare 17.49%
3 Financials 12.33%
4 Consumer Staples 9.99%
5 Industrials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$150K 0.01%
+10,250
177
– –
-5,359
178
– –
-5,727
179
– –
-10,268
180
– –
-5,625
181
– –
-2,750
4 5 6 7
8