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
$335M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$3.99M
3
+$3.47M
4
RHI icon
Robert Half
RHI
+$605K
5
NVO icon
Novo Nordisk
NVO
+$592K

Top Sells

1
+$5.68M
2
+$2.88M
3
+$2.56M
4
BA icon
Boeing
BA
+$591K
5
SSL icon
Sasol
SSL
+$448K

Sector Composition

1 Technology 25.68%
2 Healthcare 14.25%
3 Industrials 12.57%
4 Financials 10.18%
5 Energy 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.89M 0.86%
40,272
+4,328
52
$2.68M 0.8%
100,817
+5,532
53
$2.66M 0.8%
92,813
-6,710
54
$2.45M 0.73%
26,745
+999
55
$2.23M 0.67%
19,043
+919
56
$2.21M 0.66%
9,670
+834
57
$2.21M 0.66%
26,296
+4,215
58
$2.03M 0.61%
33,961
+503
59
$2.02M 0.6%
72,496
+7,848
60
$1.96M 0.58%
48,785
-71,823
61
$1.95M 0.58%
20,396
-1,578
62
$1.84M 0.55%
22,563
+1,466
63
$1.81M 0.54%
109,927
+12,026
64
$1.77M 0.53%
67,403
+15,309
65
$1.75M 0.52%
37,082
+400
66
$1.71M 0.51%
14,411
+157
67
$1.55M 0.46%
31,554
+1,990
68
$1.42M 0.42%
48,864
+4,331
69
$1.32M 0.39%
23,013
+1,403
70
$1.18M 0.35%
29,184
71
$1.17M 0.35%
16,325
+154
72
$1.04M 0.31%
8,323
+836
73
$1M 0.3%
12,053
+542
74
$955K 0.29%
12,502
-315
75
$939K 0.28%
10,345
+518
1 2
3
4 5