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
$322M
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$2.62M
3
+$1.67M
4
DAL icon
Delta Air Lines
DAL
+$609K
5
KHC icon
Kraft Heinz
KHC
+$431K

Top Sells

1
+$3.44M
2
+$2.21M
3
+$1.53M
4
BP icon
BP
BP
+$1.47M
5
AMGN icon
Amgen
AMGN
+$1.07M

Sector Composition

1 Financials 41.85%
2 Technology 17.24%
3 Energy 15.14%
4 Healthcare 11.52%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 0.55%
44,839
-975
27
$1.73M 0.54%
14,435
-1,075
28
$1.67M 0.52%
54,210
-1,140
29
$1.62M 0.5%
52,293
+1,366
30
$1.54M 0.48%
24,200
+420
31
$1.48M 0.46%
7,282
-5,255
32
$1.33M 0.41%
102,846
+12,531
33
$1.15M 0.36%
12,795
+4,320
34
$949K 0.3%
17,990
-65,208
35
$928K 0.29%
27,470
-8,625
36
$765K 0.24%
5,720
37
$742K 0.23%
21,275
-10,630
38
$729K 0.23%
6,625
39
$704K 0.22%
9,422
-5,565
40
$694K 0.22%
6,253
-3,553
41
$658K 0.2%
16,875
-250
42
$609K 0.19%
+21,360
43
$608K 0.19%
5,875
-125
44
$582K 0.18%
8,030
-790
45
$534K 0.17%
33,175
-1,340
46
$508K 0.16%
6,440
47
$463K 0.14%
8,550
48
$445K 0.14%
20,198
+662
49
$426K 0.13%
3,147
+285
50
$415K 0.13%
7,675
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