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
$356M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$4.08M
3
+$3.78M
4
TSM icon
TSMC
TSM
+$3.47M
5
TM icon
Toyota
TM
+$2.45M

Top Sells

1
+$6.57M
2
+$5.28M
3
+$3.47M
4
CA
CA, Inc.
CA
+$2.82M
5
MDT icon
Medtronic
MDT
+$2.15M

Sector Composition

1 Technology 25.97%
2 Healthcare 12.43%
3 Industrials 12.11%
4 Energy 9.92%
5 Financials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.11M 0.87%
44,349
+4,077
52
$3.1M 0.87%
28,861
+2,565
53
$3.05M 0.86%
58,219
+4,552
54
$2.79M 0.79%
91,355
-1,458
55
$2.65M 0.74%
50,159
+1,374
56
$2.63M 0.74%
26,804
+59
57
$2.55M 0.72%
82,225
-91,116
58
$2.53M 0.71%
31,918
+28,972
59
$2.49M 0.7%
75,181
+2,685
60
$2.45M 0.69%
+21,714
61
$2.4M 0.67%
11,372
+1,702
62
$2.21M 0.62%
20,271
-125
63
$2.15M 0.6%
40,539
+8,985
64
$2.11M 0.59%
34,323
+362
65
$2.09M 0.59%
18,427
-616
66
$2.03M 0.57%
25,213
+2,650
67
$1.84M 0.52%
116,797
+6,870
68
$1.83M 0.52%
14,679
+268
69
$1.77M 0.5%
73,241
+5,838
70
$1.72M 0.48%
36,682
-400
71
$1.49M 0.42%
48,779
-85
72
$1.29M 0.36%
23,091
+78
73
$1.25M 0.35%
29,184
74
$1.15M 0.32%
15,626
-699
75
$1.02M 0.29%
12,240
+187
1 2
3
4 5