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
201
$210K 0.01%
262
202
$210K 0.01%
520
203
$210K 0.01%
1,994
204
$210K 0.01%
+1,427
205
$200K 0.01%
2,400
206
-3,114
207
-1,155
208
-1,509
209
-2,799
210
-3,712
211
-1,020
212
-3,295
213
-7,016