GC

Grimes & Company Portfolio holdings

AUM $3.67B
1-Year Est. Return 12.49%
This Quarter Est. Return
1 Year Est. Return
+12.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.3B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Sells

1 +$11.1M
2 +$10.4M
3 +$7.22M
4
SCHW icon
Charles Schwab
SCHW
+$3.16M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.04M

Sector Composition

1 Technology 10.28%
2 Healthcare 7.77%
3 Financials 4.92%
4 Industrials 4.71%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-1,000
302
-4,321
303
0
304
-184,277