Grimes & Company, Inc. Portfolio Holdings
Grimes & Company, Inc.
- $3.66 Billion
- Q3 2024
Grimes & Company, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.66 Billion distributed in 429 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $299M, Invesco ETF Tr Ii Sr Ln ETF with a value of $200M, Spdr Bloomberg Short Term High with a value of $192M, Ishares 0 5 Year High Yield CO with a value of $191M, and Vanguard Small Cap ETF with a value of $160M.
Examining the 13F form we can see an increase of $342M in the current position value, from $3.31B to 3.66B.
Below you can find more details about Grimes & Company, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$3.66 Billion
ETFs: $2.31 Billion
Technology: $494 Million
Healthcare: $230 Million
Financial Services: $152 Million
Industrials: $131 Million
Communication Services: $107 Million
Consumer Cyclical: $80.1 Million
Consumer Defensive: $78.9 Million
Other: $75.8 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 429
- Current Value $3.66 Billion
- Prior Value $3.31 Billion
- Filing
- Period Q3 2024
- Filing Date October 22, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 32 stocks
- Additional Purchases 194 stocks
- Sold out of 0 stocks
- Reduced holdings in 113 stocks