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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
$1.76B
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.24M
3
+$1.51M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.39M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$705K

Top Sells

1
+$2.84M
2
+$2.37M
3
+$2.35M
4
GE icon
GE Aerospace
GE
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$1.06M

Sector Composition

1 Technology 29.68%
2 Industrials 19.24%
3 Healthcare 14.69%
4 Financials 9.24%
5 Materials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$325K 0.02%
9,463
-2,008
177
$323K 0.02%
3,552
-833
178
$310K 0.02%
8,043
179
$309K 0.02%
12,017
-225
180
$308K 0.02%
2,485
181
$300K 0.02%
3,675
182
$294K 0.02%
6,583
183
$292K 0.02%
1,350
184
$281K 0.02%
1,994
185
$280K 0.02%
1,802
186
$271K 0.02%
1,629
-39
187
$270K 0.02%
5,856
188
$270K 0.02%
1,899
189
$269K 0.02%
1,985
190
$269K 0.02%
538
191
$268K 0.02%
393
+20
192
$263K 0.01%
2,466
193
$262K 0.01%
3,194
194
$262K 0.01%
2,713
195
$261K 0.01%
3,599
196
$258K 0.01%
4,328
197
$256K 0.01%
9,068
198
$256K 0.01%
1,255
199
$251K 0.01%
1,863
-25
200
$244K 0.01%
10,000
5 6 7
8
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