GD
Grandfield & Dodd Portfolio holdings
AUM
$1.71B
This Quarter Return
+8.12%
1 Year Return
+14.85%
3 Year Return
+57.47%
5 Year Return
+112%
10 Year Return
+284.72%
AUM
$1.69B
AUM Growth
+$1.69B
(+6.8%)
Cap. Flow
-$1.46M
Cap. Flow
% of AUM
-0.09%
Top 10 Holdings %
Top 10 Hldgs %
32.32%
Holding
211
New
11
Increased
46
Reduced
82
Closed
4
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$3.72M |
| 2 |
Mettler-Toledo International
MTD
|
$2.63M |
| 3 |
Albemarle
ALB
|
$2.5M |
| 4 |
Nike
NKE
|
$1.89M |
| 5 |
Rockwell Automation
ROK
|
$1.69M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$6.91M |
| 2 |
GE Vernova
GEV
|
$4.02M |
| 3 |
Medtronic
MDT
|
$2.04M |
| 4 |
Microsoft
MSFT
|
$1.65M |
| 5 |
Zimmer Biomet
ZBH
|
$1.43M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 17.96% |
| 3 | Industrials | 17.05% |
| 4 | Financials | 9.04% |
| 5 | Materials | 8.22% |
