GD

Grandfield & Dodd Portfolio holdings

AUM $1.61B
This Quarter Return
+1.41%
1 Year Return
+6.13%
3 Year Return
+27.45%
5 Year Return
+142.09%
10 Year Return
+251.53%
AUM
$1.61B
AUM Growth
-$9.04M
Cap. Flow
-$5.3M
Cap. Flow %
-0.33%
Top 10 Hldgs %
33.83%
Holding
205
New
3
Increased
57
Reduced
81
Closed
8

Top Sells

1
$5.26M
2
$4.72M
3
$3.54M
4
$761K
5
$694K

Sector Composition

1Technology26.66%
2Industrials17.69%
3Healthcare16.95%
4Financials10.33%
5Materials8.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-1,733
Closed
-$238K
-2,123
Closed
-$218K
-6,313
Closed
-$278K
-1,994
Closed
-$254K
-2,898
Closed
-$204K