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
$582M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$4.78M
3
+$2.45M
4
WBA
Walgreens Boots Alliance
WBA
+$1.91M
5
VTRS icon
Viatris
VTRS
+$1.69M

Top Sells

1
+$9.99M
2
+$1.51M
3
+$1.34M
4
UTHR icon
United Therapeutics
UTHR
+$1.23M
5
MCK icon
McKesson
MCK
+$1.2M

Sector Composition

1 Financials 41.49%
2 Healthcare 15.66%
3 Energy 14.21%
4 Technology 10.8%
5 Consumer Staples 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.97M 0.68%
75,933
-215
27
$3.87M 0.67%
47,215
28
$3.65M 0.63%
18,075
-530
29
$3.62M 0.62%
85,794
+1,695
30
$3.05M 0.52%
280,607
+155,376
31
$2.8M 0.48%
16,046
+18
32
$2.68M 0.46%
32,278
-18,193
33
$2.41M 0.41%
43,225
34
$2.25M 0.39%
12,180
-766
35
$2.06M 0.35%
12,325
-325
36
$1.87M 0.32%
45,764
-6,506
37
$1.71M 0.29%
28,985
-16,045
38
$1.67M 0.29%
19,352
-706
39
$1.41M 0.24%
3,918
+378
40
$1.4M 0.24%
50,027
-31,063
41
$1.18M 0.2%
28,460
-16,390
42
$934K 0.16%
6,850
-50
43
$893K 0.15%
16,392
+5,652
44
$886K 0.15%
5,225
45
$812K 0.14%
44,916
-4,908
46
$763K 0.13%
13,060
+6,274
47
$756K 0.13%
3,885
-100
48
$752K 0.13%
4,100
49
$725K 0.12%
+10,518
50
$695K 0.12%
13,653
+7,210
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