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
$1.58B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$5.21M
2 +$4.38M
3 +$2.68M
4
ALB icon
Albemarle
ALB
+$2.63M
5
NKE icon
Nike
NKE
+$2.35M

Top Sells

1 +$3.37M
2 +$3.13M
3 +$2.34M
4
BLKB icon
Blackbaud
BLKB
+$1.94M
5
IAC icon
IAC Inc
IAC
+$1.79M

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