Grimes & Company, Inc. Portfolio Update Reveals Major Changes

Grimes & Company, Inc. disclosed significant stock shifts in its latest portfolio update. The report reveals a drastic reduction in holdings for IEFA and CVS, while increasing positions in XLP. These moves can impact stock prices as they indicate fund sentiment.

Date: 22-01-2025

AI Rating: 5

Earnings Per Share (EPS): The report does not provide specific EPS data, so no analysis can be made.

Revenue Growth: There is no information regarding revenue growth in the report.

Net Income: The report does not mention net income, hence no analysis can be conducted.

Profit Margins (Gross, Operating, Net): There is no data concerning profit margins in the report.

Free Cash Flow (FCF): The report does not include information on free cash flow.

Return on Equity (ROE): There is no mention of return on equity in the report.

The focus of the report is primarily on the changes in holdings by Grimes & Company, which can signal market sentiment about different stocks. The largest notable moves include a significant decrease in shares of IEFA and CVS, with a notable increase in XLP. Such changes may influence investor decisions and stock prices as they reflect the investment strategy of a fund regarding market conditions, expectations, and perceived value.

Stocks: IEFA XLV XLP AAPL CVS XLI