GC

Grimes & Company Portfolio holdings

AUM $4.05B
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Sells

1 +$215M
2 +$17.6M
3 +$7.98M
4
KLAC icon
KLA
KLAC
+$5.6M
5
WTMF icon
WisdomTree Managed Futures Strategy Fund
WTMF
+$5.58M

Sector Composition

1 Technology 11.29%
2 Healthcare 7.76%
3 Industrials 6.08%
4 Consumer Discretionary 4.75%
5 Financials 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-2,220