Grimes & Company, Inc. Portfolio Holdings
Grimes & Company, Inc.
- $3.43 Billion
- Q4 2024
Grimes & Company, Inc. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.43 Billion distributed in 448 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco ETF Tr Ii Sr Ln ETF with a value of $206M, Spdr Bloomberg Short Term High with a value of $198M, Ishares 0 5 Year High Yield CO with a value of $198M, Vanguard Small Cap ETF with a value of $169M, and Ishares Inc with a value of $152M.
Examining the 13F form we can see an decrease of $223M in the current position value, from $3.66B to 3.43B.
Below you can find more details about Grimes & Company, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$3.43 Billion
ETFs: $2.11 Billion
Technology: $502 Million
Healthcare: $198 Million
Financial Services: $162 Million
Industrials: $126 Million
Communication Services: $113 Million
Consumer Cyclical: $84.8 Million
Consumer Defensive: $70 Million
Other: $71 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 448
- Current Value $3.43 Billion
- Prior Value $3.66 Billion
- Filing
- Period Q4 2024
- Filing Date January 21, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 38 stocks
- Additional Purchases 198 stocks
- Sold out of 0 stocks
- Reduced holdings in 123 stocks