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
$402M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.71M
3
+$1.48M
4
BAC icon
Bank of America
BAC
+$1.23M
5
BP icon
BP
BP
+$583K

Top Sells

1
+$3.01M
2
+$1.45M
3
+$1.13M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$358K

Sector Composition

1 Financials 35.4%
2 Energy 19.37%
3 Healthcare 10.9%
4 Consumer Discretionary 9.35%
5 Technology 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.49%
+43,500
27
$1.94M 0.48%
24,545
-785
28
$1.83M 0.46%
46,605
+8,450
29
$1.71M 0.43%
+9,050
30
$1.62M 0.4%
10,711
-313
31
$1.57M 0.39%
13,275
-350
32
$1.44M 0.36%
28,850
-50
33
$1.33M 0.33%
1,551
-105
34
$1.23M 0.31%
18,985
-500
35
$1.16M 0.29%
34,809
+2,345
36
$1.16M 0.29%
22,830
+11,225
37
$1.07M 0.27%
9,650
-210
38
$999K 0.25%
9,525
-50
39
$989K 0.25%
71,880
-1,800
40
$966K 0.24%
28,927
41
$860K 0.21%
13,846
42
$846K 0.21%
9,990
-1,400
43
$751K 0.19%
12,572
44
$703K 0.17%
16,275
+4,550
45
$685K 0.17%
20,996
46
$667K 0.17%
5,706
-927
47
$611K 0.15%
6,911
48
$583K 0.14%
5,600
-225
49
$579K 0.14%
86,300
+50,025
50
$559K 0.14%
64,350
-15,150
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2
3