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
$1.69B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1 +$3.72M
2 +$2.63M
3 +$2.5M
4
NKE icon
Nike
NKE
+$1.89M
5
ROK icon
Rockwell Automation
ROK
+$1.69M

Top Sells

1 +$6.91M
2 +$4.02M
3 +$2.04M
4
MSFT icon
Microsoft
MSFT
+$1.65M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.43M

Sector Composition

1 Technology 28.35%
2 Healthcare 17.96%
3 Industrials 17.05%
4 Financials 9.04%
5 Materials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$223K 0.01%
5,856
202
$216K 0.01%
2,650
-250
203
$212K 0.01%
3,256
204
$211K 0.01%
+982
205
$209K 0.01%
+6,473
206
$203K 0.01%
+1,500
207
$202K 0.01%
8,608
-220
208
-6,597
209
-1,188
210
-3,600
211
-11,667