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GC

Grimes & Company Portfolio holdings

AUM $3.61B
1-Year Est. Return 18.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
+$4.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$3.39M
3
+$3.19M
4
CVX icon
Chevron
CVX
+$2.81M
5
TRMB icon
Trimble
TRMB
+$1.79M

Top Sells

1
+$5.62M
2
+$3.48M
3
+$3.13M
4
HP icon
Helmerich & Payne
HP
+$2.98M
5
TROW icon
T. Rowe Price
TROW
+$2.94M

Sector Composition

1 Technology 28.77%
2 Consumer Discretionary 11.21%
3 Healthcare 11.13%
4 Industrials 10.71%
5 Financials 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$111K 0.03%
2,455
152
$44K 0.01%
20,000
+10,000
153
$17K ﹤0.01%
+10,000
154
$10K ﹤0.01%
11,666
-3,500
155
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-6,369
156
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-12,050
157
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158
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-2,600
159
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162
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163
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-8,479
164
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-9,543
165
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-11,444
166
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-2,170
167
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-103,145
168
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-13,365
169
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-25,000
170
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171
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-10,589
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173
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-17,042
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