Grimes & Company, Inc. Portfolio Holdings
Grimes & Company, Inc.
- $3.31 Billion
- Q2 2024
Grimes & Company, Inc. has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.31 Billion distributed in 404 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $280M, Invesco ETF Tr Ii Sr Ln ETF with a value of $192M, Spdr Bloomberg Short Term High with a value of $180M, Ishares 0 5 Year High Yield CO with a value of $179M, and Ishares Inc with a value of $145M.
Examining the 13F form we can see an increase of $88.8M in the current position value, from $3.22B to 3.31B.
Below you can find more details about Grimes & Company, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$3.31 Billion
ETFs: $2.04 Billion
Technology: $462 Million
Healthcare: $218 Million
Financial Services: $152 Million
Industrials: $135 Million
Communication Services: $107 Million
Consumer Defensive: $67.8 Million
Consumer Cyclical: $63.5 Million
Other: $73.1 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 404
- Current Value $3.31 Billion
- Prior Value $3.22 Billion
- Filing
- Period Q2 2024
- Filing Date July 22, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 19 stocks
- Additional Purchases 199 stocks
- Sold out of 0 stocks
- Reduced holdings in 110 stocks