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
$3.25B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Sells

1 +$19.6M
2 +$17.1M
3 +$14.2M
4
LULU icon
lululemon athletica
LULU
+$11.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.66M

Sector Composition

1 Technology 13.67%
2 Healthcare 6.58%
3 Financials 5.26%
4 Industrials 3.57%
5 Communication Services 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-80,690
352
-23,711
353
-2,338
354
-500
355
-24,380
356
-10,174
357
-60,750