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
$401M
AUM Growth
-$1.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.9M
3
+$1.36M
4
BP icon
BP
BP
+$422K
5
NOV icon
NOV
NOV
+$395K

Top Sells

1
+$1.24M
2
+$1.1M
3
+$1.06M
4
USB icon
US Bancorp
USB
+$857K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$722K

Sector Composition

1 Financials 35.98%
2 Energy 18.71%
3 Healthcare 10.86%
4 Technology 9.71%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.5%
40,100
-3,400
27
$1.97M 0.49%
46,605
28
$1.92M 0.48%
191,016
-105,815
29
$1.9M 0.47%
+23,611
30
$1.89M 0.47%
1,509
-42
31
$1.76M 0.44%
24,395
-150
32
$1.61M 0.4%
21,930
-900
33
$1.5M 0.37%
10,565
-146
34
$1.47M 0.37%
12,675
-600
35
$1.47M 0.37%
29,025
+175
36
$1.25M 0.31%
70,480
-1,400
37
$1.23M 0.31%
18,385
-600
38
$1.13M 0.28%
35,073
+264
39
$1.07M 0.27%
9,650
40
$1.06M 0.27%
28,927
41
$977K 0.24%
9,490
-35
42
$895K 0.22%
13,446
-400
43
$879K 0.22%
9,790
-200
44
$844K 0.21%
12,572
45
$714K 0.18%
89,525
+3,225
46
$692K 0.17%
5,485
-221
47
$667K 0.17%
15,475
-800
48
$662K 0.17%
5,525
-75
49
$628K 0.16%
20,466
-530
50
$619K 0.15%
6,911
1
2
3