Grandfield & Dodd LLC

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Assets, Funds, Holdings

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Grandfield & Dodd LLC
CRD #110971
SEC #801-60064
CIK #0001308016
AUM $1.9 BB (2024-03-29)
Employees 14 (57% Investors, 0% Brokers)
Phone212-477-9626
Address40 Wall Street
New York, NY 10005
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
20001600120080040002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 109.2
ADI 77,186.0 59.8
AMAT 82,662.4 49.2
LIN 147,499.4 49.0
PAYX 43,278.8 45.4
GE 72,511.8 43.8
CB 82,373.7 40.1
JCI 33,698.2 39.8
VRSK 26,676.0 39.1
SNPS 46,452.5 38.7
View All
Holdings by Sector ($MM)
1600128096064032002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 557 566.5
(b) Individuals (high net worth individuals) 186 1,298.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 13 37.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 16 22.3
(n) Other 0 0.0
Total 1,763 1,925.5
By Discretionary
Discretionary 1,738 1,919.6
Non-Discretionary 25 5.9
Total 1,763 1,925.5
By Non-United States Persons
Non-United States Persons 27.7
United States Persons 1,897.8
Total 1,763 1,925.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001308016]
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Washington Trust Advisors Inc
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Sunbelt Securities Inc
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Bridgewater Advisors Inc
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