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
$462M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$1.65M
3
+$1.19M
4
ROKU icon
Roku
ROKU
+$941K
5
WPP icon
WPP
WPP
+$800K

Top Sells

1
+$2.75M
2
+$2.48M
3
+$1.67M
4
GSK icon
GSK
GSK
+$1.54M
5
WFC icon
Wells Fargo
WFC
+$1.36M

Sector Composition

1 Financials 37.8%
2 Energy 19.27%
3 Healthcare 11.98%
4 Technology 9.77%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 0.55%
60,455
+28,120
27
$2.52M 0.55%
65,935
-120
28
$2.5M 0.54%
14,385
+328
29
$2.41M 0.52%
54,420
-34,708
30
$2.28M 0.49%
27,015
31
$2.13M 0.46%
22,904
-350
32
$2.12M 0.46%
61,541
+1,518
33
$2.03M 0.44%
24,287
+6,635
34
$1.79M 0.39%
727,750
+210,225
35
$1.73M 0.37%
47,020
-3,300
36
$1.43M 0.31%
4,490
-100
37
$1.36M 0.29%
23,175
-3,370
38
$1.3M 0.28%
12,186
-350
39
$1.28M 0.28%
10,249
40
$1.26M 0.27%
7,350
-200
41
$1.25M 0.27%
8,477
-105
42
$1.22M 0.26%
13,465
+8,840
43
$1.17M 0.25%
83,610
+11,275
44
$971K 0.21%
1,225
-508
45
$941K 0.2%
+18,165
46
$907K 0.2%
46,500
-16,425
47
$883K 0.19%
9,614
48
$796K 0.17%
18,804
-400
49
$728K 0.16%
65,205
-2,350
50
$637K 0.14%
5,433
1
2
3 4