GIM

Greylin Investment Management Portfolio holdings

AUM $598M
1-Year Est. Return 18.59%
This Quarter Est. Return
1 Year Est. Return
+18.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.05M
3
+$2.1M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$1.46M
5
NOV icon
NOV
NOV
+$1.04M

Top Sells

1
+$4.82M
2
+$1.52M
3
+$1.44M
4
KO icon
Coca-Cola
KO
+$1.31M
5
JNJ icon
Johnson & Johnson
JNJ
+$520K

Sector Composition

1 Financials 36.83%
2 Energy 18.18%
3 Healthcare 11.22%
4 Technology 8.46%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.47%
38,705
27
$1.72M 0.46%
11,514
-1,095
28
$1.71M 0.46%
14,125
-75
29
$1.68M 0.45%
36,665
+31,965
30
$1.33M 0.36%
19,935
-500
31
$1.04M 0.28%
10,568
32
$1.04M 0.28%
+31,110
33
$1.02M 0.28%
33,466
-1,317
34
$944K 0.25%
14,296
-100
35
$906K 0.24%
11,415
-125
36
$888K 0.24%
9,875
-175
37
$844K 0.23%
97,575
-36,750
38
$681K 0.18%
+6,839
39
$681K 0.18%
12,372
+1,400
40
$612K 0.16%
12,675
-4,300
41
$587K 0.16%
+14,600
42
$558K 0.15%
6,025
43
$549K 0.15%
+38,780
44
$546K 0.15%
20,996
45
$503K 0.14%
+6,911
46
$475K 0.13%
+8,525
47
$417K 0.11%
9,307
-25
48
$396K 0.11%
200
49
$371K 0.1%
+7,425
50
$362K 0.1%
+39,050
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