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
$480M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$5.76M
3
+$5.73M
4
CAH icon
Cardinal Health
CAH
+$1.93M
5
XOM icon
Exxon Mobil
XOM
+$804K

Top Sells

1
+$11.7M
2
+$2.05M
3
+$1.97M
4
FDX icon
FedEx
FDX
+$1.26M
5
PLTR icon
Palantir
PLTR
+$1.11M

Sector Composition

1 Financials 41.77%
2 Technology 15.59%
3 Energy 14.28%
4 Healthcare 10.67%
5 Consumer Staples 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.65M 0.76%
19,210
-390
27
$3.61M 0.75%
49,130
-105
28
$3.21M 0.67%
17,180
-250
29
$3.02M 0.63%
102,037
-1,950
30
$2.99M 0.62%
42,511
-435
31
$2.74M 0.57%
44,800
-6,455
32
$2.33M 0.49%
100,180
-47,481
33
$2.24M 0.47%
43,289
34
$2.13M 0.44%
54,875
+3,905
35
$1.94M 0.4%
15,877
+209
36
$1.93M 0.4%
+31,720
37
$1.81M 0.38%
32,660
-1,260
38
$1.81M 0.38%
12,765
-225
39
$1.63M 0.34%
40,165
-1,005
40
$1.61M 0.34%
29,298
+233
41
$1.56M 0.33%
8,507
-1,730
42
$1.5M 0.31%
29,225
+4,030
43
$1.39M 0.29%
16,985
-210
44
$1.16M 0.24%
6,050
-975
45
$1.15M 0.24%
52,680
-275
46
$1.13M 0.23%
9,530
-720
47
$1.07M 0.22%
7,050
-375
48
$1M 0.21%
9,590
49
$946K 0.2%
4,360
-200
50
$886K 0.18%
55,250
-2,350
1
2
3 4