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GD

Grandfield & Dodd Portfolio holdings

AUM $1.77B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.24M
3
+$1.51M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.39M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$705K

Top Sells

1
+$2.84M
2
+$2.37M
3
+$2.35M
4
GE icon
GE Aerospace
GE
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$1.06M

Sector Composition

1 Technology 29.68%
2 Industrials 19.24%
3 Healthcare 14.69%
4 Financials 9.24%
5 Materials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$237K 0.01%
2,480
202
$235K 0.01%
1,698
203
$229K 0.01%
+1,188
204
$225K 0.01%
5,555
-347
205
$211K 0.01%
857
-19
206
$210K 0.01%
110
207
$208K 0.01%
+6,208
208
$205K 0.01%
262
209
$200K 0.01%
+2,391
210
$169K 0.01%
77,825
-13,250
211
$10.1K ﹤0.01%
10,000
212
– –
-4,100
213
– –
-2,400
214
– –
-1,112
215
– –
-1,500
5 6 7 8
9