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
$1.03B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$2.4M
2 +$1.94M
3 +$1.86M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.32M
5
WY icon
Weyerhaeuser
WY
+$1.21M

Top Sells

1 +$2.18M
2 +$2.03M
3 +$1.41M
4
DOX icon
Amdocs
DOX
+$1.36M
5
AMGN icon
Amgen
AMGN
+$1.01M

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