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
$445M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$4.8M
3
+$2.75M
4
KHC icon
Kraft Heinz
KHC
+$1.99M
5
QCOM icon
Qualcomm
QCOM
+$1.24M

Top Sells

1
+$2.73M
2
+$2.38M
3
+$2.03M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.57M
5
BP icon
BP
BP
+$1.39M

Sector Composition

1 Financials 35.49%
2 Energy 22.54%
3 Technology 16.73%
4 Healthcare 10.51%
5 Consumer Staples 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 0.65%
23,460
-890
27
$2.82M 0.63%
50,680
-550
28
$2.75M 0.62%
+66,865
29
$2.66M 0.6%
53,375
+6,067
30
$2.64M 0.59%
48,864
-1,215
31
$2.5M 0.56%
4,030
+279
32
$2.44M 0.55%
22,305
-100
33
$2.42M 0.54%
12,732
-250
34
$2.14M 0.48%
53,027
-3,979
35
$1.97M 0.44%
20,670
-4,550
36
$1.76M 0.4%
112,515
-99,940
37
$1.55M 0.35%
8,523
+828
38
$1.4M 0.31%
43,775
-250
39
$1.21M 0.27%
89,510
-2,825
40
$1.2M 0.27%
9,760
-315
41
$1.09M 0.24%
22,940
+1,440
42
$1.02M 0.23%
82,400
-775
43
$981K 0.22%
6,250
44
$960K 0.22%
14,880
-75
45
$942K 0.21%
5,925
-150
46
$930K 0.21%
7,980
+46
47
$899K 0.2%
8,643
-60
48
$880K 0.2%
8,690
-150
49
$877K 0.2%
10,965
-9,005
50
$856K 0.19%
10,382
-1,510
1
2
3 4