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
$417M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$13.2M
3
+$11M
4
KHC icon
Kraft Heinz
KHC
+$5.57M
5
PSX icon
Phillips 66
PSX
+$2.17M

Top Sells

1
+$9.87M
2
+$8.23M
3
+$4.19M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.64M
5
IBM icon
IBM
IBM
+$1.99M

Sector Composition

1 Financials 38.81%
2 Energy 20.1%
3 Technology 14.87%
4 Healthcare 11.77%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.69M 0.64%
24,350
-1,117
27
$2.53M 0.61%
12,982
-2,775
28
$2.46M 0.59%
51,230
-29,630
29
$2.36M 0.57%
57,006
-2,081
30
$2.17M 0.52%
+25,220
31
$2.17M 0.52%
50,079
-710
32
$2.07M 0.5%
22,405
-359
33
$1.72M 0.41%
47,308
+1,869
34
$1.57M 0.38%
3,751
+677
35
$1.44M 0.35%
19,970
-16,946
36
$1.24M 0.3%
7,695
+5,862
37
$1.21M 0.29%
+92,335
38
$1.1M 0.26%
10,075
-1,141
39
$1.04M 0.25%
28,127
40
$1.04M 0.25%
83,175
-55,800
41
$1.03M 0.25%
+44,025
42
$895K 0.21%
6,250
43
$863K 0.21%
8,840
44
$848K 0.2%
21,500
-364
45
$803K 0.19%
6,075
-263
46
$800K 0.19%
8,703
-100
47
$797K 0.19%
11,892
+375
48
$742K 0.18%
+7,934
49
$716K 0.17%
11,442
-131,460
50
$653K 0.16%
52,080
-26,705
1
2
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