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
$419M
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$3.08M
3
+$1.3M
4
DOW icon
Dow Inc
DOW
+$811K
5
WPP icon
WPP
WPP
+$806K

Top Sells

1
+$4.56M
2
+$3.78M
3
+$3.46M
4
BP icon
BP
BP
+$3.4M
5
KHC icon
Kraft Heinz
KHC
+$3.39M

Sector Composition

1 Financials 37.94%
2 Energy 21.28%
3 Technology 18.33%
4 Healthcare 9.9%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 0.58%
21,925
-145
27
$2.37M 0.57%
53,220
-3,546
28
$2.29M 0.55%
46,414
-450
29
$2.23M 0.53%
19,910
30
$2.21M 0.53%
35,290
+12,870
31
$2.01M 0.48%
34,180
-11,555
32
$1.83M 0.44%
12,597
+1,880
33
$1.71M 0.41%
50,260
+632
34
$1.37M 0.33%
4,844
-17
35
$1.24M 0.29%
22,080
-60
36
$1.22M 0.29%
35,740
-3,235
37
$1.06M 0.25%
8,920
-75
38
$1.01M 0.24%
8,575
39
$987K 0.24%
6,250
40
$968K 0.23%
5,720
-205
41
$951K 0.23%
7,643
-1,000
42
$932K 0.22%
14,707
-340
43
$889K 0.21%
15,455
+10,830
44
$883K 0.21%
8,030
+50
45
$824K 0.2%
56,820
-17,650
46
$811K 0.19%
+17,015
47
$674K 0.16%
47,575
-8,575
48
$658K 0.16%
7,865
-350
49
$655K 0.16%
4,918
-335
50
$530K 0.13%
4,100
-45
1
2
3