GD

Grandfield & Dodd Portfolio holdings

AUM $1.77B
1-Year Est. Return 21.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$4.83M
2 +$4.33M
3 +$2.54M
4
ALB icon
Albemarle
ALB
+$2.46M
5
HRL icon
Hormel Foods
HRL
+$2.45M

Top Sells

1 +$3.3M
2 +$2.96M
3 +$2.23M
4
BLKB icon
Blackbaud
BLKB
+$2M
5
IAC icon
IAC Inc
IAC
+$1.77M

Sector Composition

1 Technology 28.34%
2 Healthcare 18.37%
3 Industrials 15.65%
4 Financials 9.29%
5 Materials 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$207K 0.01%
1,493
-75
202
$206K 0.01%
11,725
+81
203
$203K 0.01%
+3,000