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GC

Grimes & Company Portfolio holdings

AUM $3.61B
1-Year Est. Return 18.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.19B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$21.1M
3
+$19.1M
4
PFE icon
Pfizer
PFE
+$17.3M
5
INTU icon
Intuit
INTU
+$13M

Top Sells

1
+$20.5M
2
+$14.7M
3
+$10.5M
4
UPS icon
United Parcel Service
UPS
+$9.24M
5
DXCM icon
DexCom
DXCM
+$7.84M

Sector Composition

1 Technology 13.7%
2 Healthcare 5.68%
3 Financials 4.5%
4 Communication Services 3.15%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BTC
401
Grayscale Bitcoin Mini Trust ETF
BTC
$3.53B
$262K 0.01%
6,773
-915
SLF icon
402
Sun Life Financial
SLF
$42.5B
$258K 0.01%
4,136
+30
PWV icon
403
Invesco Large Cap Value ETF
PWV
$1.55B
$257K 0.01%
3,871
EFV icon
404
iShares MSCI EAFE Value ETF
EFV
$24.5B
$247K 0.01%
+3,463
ADMA icon
405
ADMA Biologics
ADMA
$1.97B
$245K 0.01%
13,447
-227
GPC icon
406
Genuine Parts
GPC
$14.4B
$243K 0.01%
1,978
-1,565
OKE icon
407
Oneok
OKE
$55.1B
$242K 0.01%
3,290
-97
DGRW icon
408
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.9B
$241K 0.01%
2,692
+10
HOLX
409
DELISTED
Hologic
HOLX
$239K 0.01%
3,214
+38
IWS icon
410
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$239K 0.01%
1,697
+8
WCLD
411
WisdomTree Cloud Computing Fund
WCLD
$259M
$239K 0.01%
6,824
AIG icon
412
American International
AIG
$39.7B
$239K 0.01%
2,789
+48
BN icon
413
Brookfield
BN
$102B
$238K 0.01%
5,195
-37
A icon
414
Agilent Technologies
A
$36.9B
$238K 0.01%
1,748
+19
FCX icon
415
Freeport-McMoran
FCX
$101B
$237K 0.01%
+4,661
VEU icon
416
Vanguard FTSE All-World ex-US ETF
VEU
$67.6B
$234K 0.01%
3,182
-490
DEO icon
417
Diageo
DEO
$44.6B
$234K 0.01%
2,710
-443
JTEK icon
418
JPMorgan US Tech Leaders ETF
JTEK
$4.47B
$232K 0.01%
+2,577
WM icon
419
Waste Management
WM
$87.1B
$231K 0.01%
1,052
-29
INVA icon
420
Innoviva
INVA
$1.65B
$231K 0.01%
11,543
+219
EXC icon
421
Exelon
EXC
$47.3B
$230K 0.01%
5,280
+80
HCA icon
422
HCA Healthcare
HCA
$86.5B
$230K 0.01%
492
+7
ODFL icon
423
Old Dominion Freight Line
ODFL
$49.4B
$221K 0.01%
1,411
-71
VNQ icon
424
Vanguard Real Estate ETF
VNQ
$37.9B
$221K 0.01%
+2,498
COF icon
425
Capital One
COF
$121B
$220K 0.01%
+909
15 16
17
18 19