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
$1.43B
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.33M
3
+$1.86M
4
HXL icon
Hexcel
HXL
+$1.7M
5
RTX icon
RTX Corp
RTX
+$935K

Top Sells

1
+$1.75M
2
+$1.69M
3
+$1.3M
4
ALXN
Alexion Pharmaceuticals
ALXN
+$1.29M
5
BC icon
Brunswick
BC
+$1.24M

Sector Composition

1 Technology 29.17%
2 Healthcare 14.99%
3 Financials 13.22%
4 Industrials 12.54%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$270K 0.02%
371
177
$270K 0.02%
2,350
178
$270K 0.02%
1,801
179
$270K 0.02%
9,174
180
$270K 0.02%
5,726
181
$260K 0.02%
3,230
182
$260K 0.02%
10,250
183
$260K 0.02%
6,965
-465
184
$260K 0.02%
1,334
185
$250K 0.02%
5,967
186
$250K 0.02%
2,063
187
$240K 0.02%
4,150
+1,000
188
$240K 0.02%
2,187
189
$240K 0.02%
+1,000
190
$230K 0.02%
823
191
$230K 0.02%
+2,659
192
$230K 0.02%
4,403
-104
193
$230K 0.02%
10,496
194
$230K 0.02%
1,112
195
$230K 0.02%
13,600
196
$230K 0.02%
380
197
$220K 0.02%
3,631
198
$220K 0.02%
+1,975
199
$220K 0.02%
1,135
-330
200
$220K 0.02%
4,495
5 6 7
8
9