GC

Grimes & Company Portfolio holdings

AUM $3.67B
1-Year Est. Return 12.49%
This Quarter Est. Return
1 Year Est. Return
+12.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$382M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$7.07M
2 +$5.64M
3 +$3.94M
4
EBAY icon
eBay
EBAY
+$3.87M
5
GNTX icon
Gentex
GNTX
+$3.71M

Top Sells

1 +$7.21M
2 +$5.69M
3 +$4.85M
4
CHRW icon
C.H. Robinson
CHRW
+$3.42M
5
CA
CA, Inc.
CA
+$2.55M

Sector Composition

1 Technology 26.49%
2 Healthcare 11.76%
3 Consumer Discretionary 11.37%
4 Financials 10.35%
5 Industrials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$154K 0.04%
2,455
152
$140K 0.04%
15,200
+200
153
$130K 0.03%
3,753
-750
154
$53K 0.01%
1,000
155
$40K 0.01%
+15,466
156
$32K 0.01%
170
157
-4,311
158
-114,520
159
-6,208
160
-6,425
161
-3,500
162
$0 ﹤0.01%
+164,605
163
-82,225