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
151
-164,605
152
-2,752