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
$488M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$4.26M
3
+$3.57M
4
OGN icon
Organon & Co
OGN
+$2.93M
5
WBA
Walgreens Boots Alliance
WBA
+$2.09M

Top Sells

1
+$8.72M
2
+$3.63M
3
+$3.05M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.39M
5
SLB icon
SLB Ltd
SLB
+$2.39M

Sector Composition

1 Financials 40.75%
2 Healthcare 15.62%
3 Energy 12.76%
4 Technology 12.71%
5 Consumer Staples 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.58M 0.73%
52,580
-3,101
27
$3.52M 0.72%
46,890
28
$3.47M 0.71%
73,657
+44,380
29
$3.05M 0.62%
103,109
-34,036
30
$2.91M 0.6%
82,487
+2,180
31
$2.73M 0.56%
1,066,935
-1,192,330
32
$2.66M 0.55%
89,884
-80,484
33
$2.56M 0.52%
13,066
-5,969
34
$2.45M 0.5%
82,419
-16,343
35
$2.44M 0.5%
53,530
+7,491
36
$2.36M 0.48%
43,289
37
$2.33M 0.48%
16,470
+70
38
$1.95M 0.4%
36,545
+23,202
39
$1.91M 0.39%
12,665
40
$1.76M 0.36%
9,552
-4,660
41
$1.71M 0.35%
48,005
-2,250
42
$1.63M 0.33%
22,715
-16,076
43
$1.43M 0.29%
20,415
+3,750
44
$1.31M 0.27%
12,940
+3,225
45
$1.13M 0.23%
32,631
-10,240
46
$1.13M 0.23%
6,900
-50
47
$1.03M 0.21%
42,744
-250
48
$994K 0.2%
24,842
-11,650
49
$846K 0.17%
3,985
-225
50
$838K 0.17%
+24,740
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