GD
Grandfield & Dodd Portfolio holdings
AUM
$1.71B
1-Year Est. Return
14.85%
1 Year Est. Return
+14.85%
AUM
$1.61B
AUM Growth
-$9.04M
(-0.56%)
Holding
205
Top Buys
| 1 | +$2.27M | |
| 2 | +$2.01M | |
| 3 | +$1.84M | |
| 4 |
Diageo
DEO
|
+$1.6M |
| 5 |
CACI
CACI
|
+$1.31M |
Top Sells
| 1 | +$5.26M | |
| 2 | +$4.72M | |
| 3 | +$3.54M | |
| 4 |
FedEx
FDX
|
+$761K |
| 5 |
Medtronic
MDT
|
+$694K |
Sector Composition
| 1 | Technology | 26.66% |
| 2 | Industrials | 17.69% |
| 3 | Healthcare | 16.95% |
| 4 | Financials | 10.33% |
| 5 | Materials | 8.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Ingredion
INGR
$7.58B
| – | – |
-1,733
|
|
||
202
Northern Trust
NTRS
$24B
| – | – |
-2,123
|
|
||
203
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| – | – |
-6,313
|
|
||
204
Vanguard High Dividend Yield ETF
VYM
$65.6B
| – | – |
-1,994
|
|
||
205
Wells Fargo
WFC
$272B
| – | – |
-2,898
|
|