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
$274M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$7.48M
2
+$6.82M
3
+$6.73M
4
MCD icon
McDonald's
MCD
+$6.13M
5
AAPL icon
Apple
AAPL
+$6.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.51%
2 Healthcare 14.57%
3 Industrials 13.68%
4 Financials 9.48%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.35M 0.86%
+70,860
52
$2.15M 0.78%
+25,007
53
$2.14M 0.78%
+34,490
54
$2.06M 0.75%
+26,357
55
$1.89M 0.69%
+64,401
56
$1.81M 0.66%
+7,769
57
$1.75M 0.64%
+22,697
58
$1.75M 0.64%
+62,843
59
$1.67M 0.61%
+21,326
60
$1.63M 0.59%
+17,792
61
$1.56M 0.57%
+31,974
62
$1.54M 0.56%
+13,737
63
$1.47M 0.54%
+36,682
64
$1.37M 0.5%
+87,405
65
$1.33M 0.49%
+24,481
66
$1.24M 0.45%
+46,392
67
$1.08M 0.39%
+29,812
68
$1.05M 0.38%
+39,466
69
$1.02M 0.37%
+23,112
70
$965K 0.35%
+11,802
71
$907K 0.33%
+15,499
72
$855K 0.31%
+7,222
73
$850K 0.31%
+9,813
74
$843K 0.31%
+5
75
$801K 0.29%
+12,678
1 2
3
4 5