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
$431M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$3.93M
3
+$1.36M
4
GILD icon
Gilead Sciences
GILD
+$1.23M
5
BIIB icon
Biogen
BIIB
+$1.22M

Top Sells

1
+$3.6M
2
+$2.45M
3
+$2.43M
4
WMT icon
Walmart Inc. Common Stock
WMT
+$1.46M
5
BHI
Baker Hughes
BHI
+$950K

Sector Composition

1 Financials 36.86%
2 Energy 17.57%
3 Healthcare 13.09%
4 Technology 9.71%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.45%
1,625
+132
27
$1.93M 0.45%
23,435
-340
28
$1.84M 0.43%
56,733
+8,485
29
$1.7M 0.39%
70,530
-60,690
30
$1.59M 0.37%
195,779
+3,629
31
$1.58M 0.37%
11,071
+715
32
$1.36M 0.32%
+20,425
33
$1.31M 0.3%
46,347
-127,498
34
$1.3M 0.3%
45,055
-17,150
35
$1.23M 0.28%
+18,052
36
$1.22M 0.28%
+4,465
37
$1.21M 0.28%
7,825
-3,950
38
$1.19M 0.28%
21,730
+550
39
$1.11M 0.26%
12,646
-850
40
$1.09M 0.25%
10,175
+685
41
$1.08M 0.25%
8,999
-104
42
$930K 0.22%
10,354
+534
43
$891K 0.21%
20,650
-4,325
44
$753K 0.17%
19,075
+2,625
45
$746K 0.17%
34,300
+4,875
46
$727K 0.17%
+24,800
47
$723K 0.17%
9,000
-8,235
48
$706K 0.16%
51,135
-500
49
$679K 0.16%
5,125
-100
50
$646K 0.15%
7,118
+207
1
2
3 4