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
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$8.86M
3
+$6.92M
4
GILD icon
Gilead Sciences
GILD
+$4.6M
5
CHX
ChampionX
CHX
+$3.41M

Top Sells

1
+$25.2M
2
+$9.16M
3
+$4.86M
4
SBR
Sabine Royalty Trust
SBR
+$1.24M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$598K

Sector Composition

1 Financials 34.91%
2 Energy 21.71%
3 Healthcare 15.83%
4 Technology 12.04%
5 Consumer Discretionary 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.97M 0.64%
27,317
-100
27
$2.9M 0.63%
15,732
+1,292
28
$2.82M 0.61%
46,216
-25
29
$2.81M 0.61%
65,425
-200
30
$2.76M 0.6%
39,930
-400
31
$2.43M 0.53%
+30,950
32
$2.38M 0.52%
190,300
-6,600
33
$2.32M 0.5%
27,215
34
$2.18M 0.47%
22,774
35
$2.13M 0.46%
2,028
+59
36
$2.13M 0.46%
61,749
+507
37
$1.73M 0.37%
26,495
+6,885
38
$1.7M 0.37%
41,770
-2,350
39
$1.46M 0.32%
11,516
+1,099
40
$1.39M 0.3%
87,635
-1,525
41
$1.36M 0.29%
47,800
-1,100
42
$1.16M 0.25%
8,425
43
$1.13M 0.24%
6,650
-600
44
$1.02M 0.22%
22,084
+2,880
45
$984K 0.21%
9,440
-2,382
46
$957K 0.21%
43,460
+15,475
47
$828K 0.18%
+18,705
48
$796K 0.17%
15,804
-8,060
49
$752K 0.16%
17,640
-50
50
$736K 0.16%
19,053
-3,347
1
2
3 4