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
$461M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.55M
3
+$2.29M
4
XOM icon
Exxon Mobil
XOM
+$2.22M
5
IBM icon
IBM
IBM
+$1.84M

Top Sells

1
+$6M
2
+$3.38M
3
+$1.49M
4
WPP icon
WPP
WPP
+$1.22M
5
WFC icon
Wells Fargo
WFC
+$1.05M

Sector Composition

1 Financials 37.1%
2 Energy 19.78%
3 Healthcare 12.38%
4 Technology 10.36%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 0.6%
46,241
-140
27
$2.75M 0.6%
1,424,296
+696,546
28
$2.6M 0.56%
196,900
-5,100
29
$2.57M 0.56%
40,330
-650
30
$2.46M 0.53%
14,440
+55
31
$2.11M 0.46%
27,215
+200
32
$2.06M 0.45%
61,242
-299
33
$2M 0.43%
22,774
-130
34
$1.52M 0.33%
44,120
-2,900
35
$1.34M 0.29%
7,250
-100
36
$1.3M 0.28%
11,822
-364
37
$1.27M 0.27%
19,610
-4,677
38
$1.27M 0.27%
89,160
+5,550
39
$1.24M 0.27%
+28,127
40
$1.19M 0.26%
1,969
+744
41
$1.19M 0.26%
10,417
+168
42
$1.17M 0.25%
8,425
-52
43
$1.17M 0.25%
23,864
-30,556
44
$1.1M 0.24%
22,400
-775
45
$922K 0.2%
14,802
+7,784
46
$905K 0.2%
48,900
+2,400
47
$806K 0.17%
19,204
+400
48
$761K 0.17%
9,603
-11
49
$742K 0.16%
64,515
-690
50
$637K 0.14%
+8,172
1
2
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