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  Name: GRIMES & COMPANY INC
  City: WESTBOROUGH
  State: MA
  Zip: 01581
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $3,020,363,000
  Total Value Change : $434,439,000
  Securities Held Change : 28
   
All Securities Held : 331
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe - $0.00 $269,130,000 3,825,583 % 24,391,000 22,332 0    N/A
   (BKLN)1 Year Chart         BKLN Powershares Senior Loan Por... - $21.11 $181,422,000 8,565,742 % 11,033,000 448,094 0    N/A
   (SJNK)1 Year Chart         SJNK Spdr Barclays Capital Short... - $25.25 $168,987,000 6,721,831 % 7,300,000 111,565 0    N/A
   (SHYG)1 Year Chart         SHYG Ishares 0 5 Year High Yield... New $42.63 $166,054,000 3,933,072 % 166,054,000 3,933,072 0    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf - $525.72 $119,978,000 251,194 % 36,195,000 56,091 0    N/A
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... - $51.40 $113,274,000 2,239,504 % 88,220,000 1,713,048 0    N/A
   (JHML)1 Year Chart         JHML John Hancock Multifactor La... - $64.56 $100,068,000 1,701,555 % 10,454,000 11,354 0    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx - $209.64 $98,966,000 493,080 % 11,915,000 542 0    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc - $173.31 $78,438,000 407,409 % 9,533,000 4,948 0    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp - $421.43 $63,521,000 168,920 % 10,498,000 994 0    N/A
   (HYMB)1 Year Chart         HYMB Spdr Nuveen S&p High Yi... New $25.66 $56,813,000 2,245,555 % 56,813,000 2,245,555 0    N/A
   (HYD)1 Year Chart         HYD VanEck Vectors High-Yield M... New $0.00 $56,648,000 1,097,200 % 56,648,000 1,097,200 0    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS - $345.04 $43,108,000 138,665 % 5,234,000 -420 0    N/A
   (XLC)1 Year Chart         XLC Communication Services Sele... - $81.79 $40,481,000 557,125 % 4,555,000 9,224 0    N/A
   (XLK)1 Year Chart         XLK SPDR Technology Sector - $208.72 $39,410,000 204,748 % -21,244,000 -165,249 0    N/A
   (XLV)1 Year Chart         XLV SPDR Select Sector Health - $147.71 $38,963,000 285,692 % -9,030,000 -87,100 0    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector - $93.40 $36,869,000 439,756 % 18,542,000 236,996 0    N/A
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector New $76.26 $35,753,000 496,357 % 35,753,000 496,357 0    N/A
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... - $168.78 $31,742,000 201,153 % -28,607,000 -224,772 0    N/A
   (PRF)1 Year Chart         PRF Invesco FTSE RAFI US - $38.34 $30,559,000 868,145 % 2,629,000 -9,618 0.482    Closed - End Fund - E...
   (RMIF)1 Year Chart         RMIF Lha Risk-managed Income Etf - $0.00 $29,301,000 1,167,531 % -521,000 -21,795 12.973    N/A
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc - $49.77 $26,365,000 521,882 % -927,000 14,210 0    N/A
   (AMGN)1 Year Chart         AMGN Amgen Inc - $286.30 $26,334,000 91,431 % 1,935,000 647 0    N/A
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... - $136.69 $25,788,000 247,962 % 4,559,000 3,668 0    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc - $150.87 $24,221,000 173,394 % 1,745,000 1,635 0    N/A
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp - $72.38 $23,916,000 347,622 % 5,062,000 4,190 0    N/A
   (INTC)1 Year Chart         INTC Intel Corp - $43.77 $23,688,000 471,405 % 6,859,000 -1,997 0    N/A
   (PAYX)1 Year Chart         PAYX Paychex Inc - $121.53 $22,506,000 188,951 % 1,307,000 5,142 0    N/A
   (ACN)1 Year Chart         ACN Accenture Plc - $340.94 $22,210,000 63,292 % 3,332,000 1,823 0    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc - $493.86 $21,264,000 60,074 % 3,329,000 333 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc - $179.83 $21,051,000 138,550 % 3,396,000 -332 0    N/A
   (CVS)1 Year Chart         CVS CVS/Caremark Corp - $79.43 $20,200,000 255,829 % 2,851,000 7,344 0    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc - $179.59 $20,160,000 136,764 % 6,106,000 82 0    N/A
   (RHI)1 Year Chart         RHI Robert Half International Inc - $78.18 $19,062,000 216,808 % 3,579,000 5,519 0    N/A
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc - $169.13 $18,853,000 130,351 % 4,680,000 2,737 0    N/A
   (RTX)1 Year Chart         RTX RTX Corp - $97.45 $18,371,000 218,337 % 3,220,000 7,821 0    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc - $147.33 $17,961,000 114,232 % 1,011,000 5,489 0    N/A
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co - $53.25 $17,700,000 344,964 % -1,537,000 13,524 0    N/A
   (DOCU)1 Year Chart         DOCU Docusign Inc - $59.27 $17,330,000 291,500 % 5,283,000 4,669 0    N/A
   (V)1 Year Chart         V Visa Inc - $279.02 $16,921,000 64,995 % 2,224,000 1,099 0    N/A
   (EXPE)1 Year Chart         EXPE Expedia Inc - $138.99 $16,904,000 111,362 % 5,673,000 2,401 0    N/A
   (EOG)1 Year Chart         EOG EOG Resources Inc - $126.39 $16,027,000 132,506 % -183,000 4,625 0    N/A
   (AMAT)1 Year Chart         AMAT Applied Materials Inc - $208.00 $15,720,000 96,997 % 2,382,000 662 0    N/A
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc - $389.46 $15,662,000 30,633 % 3,711,000 -359 0    N/A
   (VCR)1 Year Chart         VCR Vanguard Cnsmr Discre VIPERs New $318.12 $15,562,000 51,098 % 15,562,000 51,098 0    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co - $199.52 $15,520,000 91,243 % 2,668,000 2,621 0    N/A
   (MDT)1 Year Chart         MDT Medtronic Plc - $86.92 $15,409,000 187,049 % 1,475,000 9,223 0    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. - $180.35 $15,398,000 99,361 % 1,221,000 4,251 0    N/A
   (A)1 Year Chart         A Agilent Technologies Inc - $147.37 $15,164,000 109,073 % 3,170,000 1,812 0    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson - $157.96 $15,002,000 95,715 % 491,000 2,544 0    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap - $109.96 $14,940,000 138,011 % 2,862,000 9,970 0    N/A
   (TROW)1 Year Chart         TROW T Rowe Price Group Inc - $120.86 $13,429,000 124,702 % -4,010,000 -41,591 0    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc - $493.10 $13,115,000 24,911 % 735,000 356 0    N/A
   (XLI)1 Year Chart         XLI SPDR Industrial Sector - $125.94 $12,907,000 113,229 % 4,210,000 27,444 0    N/A
   (SYY)1 Year Chart         SYY SYSCO Corp - $81.94 $12,602,000 172,318 % 1,509,000 4,371 0    N/A
   (ETN)1 Year Chart         ETN Eaton Corp - $314.40 $12,040,000 49,997 % 1,288,000 -415 0    N/A
   (AVGO)1 Year Chart         AVGO Broadcom Limited - $1,318.73 $11,914,000 10,673 % 3,297,000 298 0    N/A
   (RF)1 Year Chart         RF Regions Financial Corp - $20.68 $11,841,000 610,996 % -5,201,000 -379,844 0    N/A
   (ZM)1 Year Chart         ZM Zoom Video Communications, ... - $66.62 $11,724,000 163,039 % 418,000 1,382 0    N/A
   (BIIB)1 Year Chart         BIIB Biogen Idec Inc - $216.34 $11,696,000 45,199 % 241,000 629 0    N/A
   (CTSH)1 Year Chart         CTSH Cognizant Technology Soluti... - $73.62 $11,359,000 150,389 % 1,348,000 2,608 0    N/A
   (SLB)1 Year Chart         SLB Schlumberger Ltd - $54.90 $11,296,000 217,068 % -1,323,000 627 0    N/A
   (BA)1 Year Chart         BA Boeing Co - $191.95 $10,757,000 41,270 % 3,037,000 995 0    N/A
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond - $98.06 $10,723,000 108,035 % 765,000 2,140 0    N/A
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) - $128.05 $10,632,000 102,770 % 1,458,000 1,889 0    N/A
   (BAC)1 Year Chart         BAC Bank of America Corp - $37.81 $10,443,000 310,164 % 2,273,000 11,774 0    N/A
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc - $504.40 $10,415,000 17,457 % 1,179,000 -657 0    N/A
   (FFIV)1 Year Chart         FFIV F5 Networks Inc - $188.84 $10,226,000 57,135 % 1,207,000 1,163 0    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc - $151.94 $10,058,000 71,369 % 1,115,000 3,543 0    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... - $523.17 $9,763,000 20,540 % 305,000 -1,584 0    N/A
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect - $184.46 $9,760,000 54,585 % -19,185,000 -125,219 0    N/A
   (ECL)1 Year Chart         ECL Ecolab Inc - $231.76 $9,715,000 48,978 % 1,570,000 898 0    N/A
   (AXP)1 Year Chart         AXP American Express Co - $227.75 $9,478,000 50,593 % 2,210,000 1,878 0    N/A
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust - $62.08 $9,471,000 167,920 % 3,661,000 53,103 0    N/A
   (NKE)1 Year Chart         NKE Nike Inc B - $94.13 $9,432,000 86,877 % 1,303,000 1,867 0    N/A
   (VZ)1 Year Chart         VZ Verizon Communications Inc - $41.54 $9,328,000 247,430 % 1,634,000 10,032 0    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index - $60.58 $8,933,000 32,230 % 770,000 -509 0    N/A
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus - $35.90 $8,493,000 249,735 % 261,000 -15,717 0    N/A
   (CMCSA)1 Year Chart         CMCSA Comcast Corp - $43.07 $8,318,000 189,684 % 3,000 2,155 0    N/A
   (CVX)1 Year Chart         CVX Chevron Corp - $156.35 $7,982,000 53,510 % -514,000 3,124 0    N/A
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD - $80.04 $7,782,000 103,275 % 592,000 -1,050 0    N/A
   (LMT)1 Year Chart         LMT Lockheed Martin Corp - $456.78 $7,706,000 17,003 % 1,014,000 638 0    N/A
   (KRE)1 Year Chart         KRE streetTRACKS Series Trust -... - $50.02 $7,510,000 143,230 % 7,301,000 138,225 0    N/A
   (HPE)1 Year Chart         HPE Hewlett Packard Enterprise Co - $17.67 $7,371,000 434,120 % 140,000 17,849 0    N/A
   (SBUX)1 Year Chart         SBUX Starbucks Corp - $91.50 $7,068,000 73,621 % 575,000 2,485 0    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp - $114.97 $6,896,000 68,977 % -909,000 2,595 0    N/A
   (FNF)1 Year Chart         FNF Fidelity National Financial... - $51.96 $6,679,000 130,909 % 1,469,000 4,763 0    N/A
   (ABT)1 Year Chart         ABT Abbott Laboratories - $113.48 $6,278,000 57,034 % 995,000 2,481 0    N/A
   (KMB)1 Year Chart         KMB Kimberly Clark Corp - $127.27 $6,273,000 51,627 % 468,000 3,589 0    N/A
   (INCY)1 Year Chart         INCY Incyte Corp - $57.12 $6,075,000 96,755 % -4,871,000 -92,723 0    N/A
   (ALB)1 Year Chart         ALB Albemarle Corp - $128.80 $5,918,000 40,962 % -1,879,000 -4,894 0    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF - $50.27 $5,913,000 123,438 % 960,000 10,156 0    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B - $416.93 $5,884,000 16,496 % 531,000 1,216 0    N/A
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust - $39.11 $5,759,000 155,806 % 917,000 13,237 0    N/A
   (PEP)1 Year Chart         PEP Pepsico Inc - $173.57 $5,554,000 32,700 % 850,000 4,937 0    N/A
   (HSY)1 Year Chart         HSY Hershey Foods Corp - $193.71 $5,491,000 29,452 % 33,000 2,173 0    N/A
   (XBI)1 Year Chart         XBI streetTRACKS Series Trust S... New $94.91 $5,424,000 60,750 % 5,424,000 60,750 0    N/A
   (IAI)1 Year Chart         IAI iShares Dow Jones US Broker... New $114.95 $5,200,000 47,909 % 5,200,000 47,909 0    N/A
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. - $66.57 $5,103,000 83,093 % -3,193,000 -58,808 0    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co - $162.61 $4,723,000 32,230 % 741,000 4,928 0    N/A

      100 Records Found
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