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
$437M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.55M
3
+$1.48M
4
QCOM icon
Qualcomm
QCOM
+$1.38M
5
IBM icon
IBM
IBM
+$770K

Top Sells

1
+$2.79M
2
+$2.01M
3
+$1.97M
4
MRK icon
Merck
MRK
+$1.21M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.14M

Sector Composition

1 Financials 37.75%
2 Energy 18.71%
3 Healthcare 12.94%
4 Technology 10.03%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 0.57%
41,080
-7,175
27
$2.31M 0.53%
27,015
-25
28
$2.22M 0.51%
66,055
-220
29
$2.09M 0.48%
25,777
-670
30
$2.05M 0.47%
17,652
+5,227
31
$2.03M 0.47%
60,023
-843
32
$1.86M 0.43%
23,254
-181
33
$1.76M 0.4%
50,320
-3,900
34
$1.49M 0.34%
1,733
+145
35
$1.48M 0.34%
+32,335
36
$1.44M 0.33%
4,590
-100
37
$1.3M 0.3%
26,545
+4,030
38
$1.22M 0.28%
7,550
-175
39
$1.2M 0.28%
10,249
+74
40
$1.2M 0.27%
12,536
-45
41
$1.17M 0.27%
8,582
42
$1.04M 0.24%
62,925
+29,350
43
$1.03M 0.24%
72,335
+11,150
44
$875K 0.2%
9,614
-15
45
$755K 0.17%
67,555
-140
46
$740K 0.17%
19,204
+3,200
47
$618K 0.14%
5,433
48
$553K 0.13%
18,687
-1,117
49
$544K 0.12%
7,018
50
$534K 0.12%
27,860
-1,820
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2
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