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
$518M
AUM Growth
-$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5.13M
3
+$3.99M
4
VTRS icon
Viatris
VTRS
+$2.52M
5
BABA icon
Alibaba
BABA
+$2.3M

Top Sells

1
+$6.17M
2
+$5.92M
3
+$2.89M
4
RTX icon
RTX Corp
RTX
+$2.06M
5
COP icon
ConocoPhillips
COP
+$1.48M

Sector Composition

1 Financials 35.27%
2 Healthcare 18.88%
3 Energy 15.13%
4 Technology 11.36%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.12M 0.8%
15,037
-1,430
27
$3.84M 0.74%
83,353
+782
28
$3.22M 0.62%
75,144
-10,650
29
$3.09M 0.6%
17,710
-365
30
$2.72M 0.53%
8,334
-18,909
31
$2.61M 0.51%
61,310
+18,085
32
$2.52M 0.49%
48,042
-112,950
33
$2.2M 0.42%
16,066
+20
34
$2M 0.39%
11,995
-330
35
$1.67M 0.32%
11,250
-930
36
$1.66M 0.32%
30,524
+14,132
37
$1.5M 0.29%
18,352
-1,000
38
$1.25M 0.24%
19,111
-13,167
39
$1.24M 0.24%
24,380
+10,727
40
$961K 0.19%
19,170
+6,110
41
$923K 0.18%
+24,675
42
$889K 0.17%
3,960
+42
43
$849K 0.16%
15,400
-13,585
44
$809K 0.16%
5,075
-150
45
$766K 0.15%
6,800
-50
46
$686K 0.13%
19,765
-25,999
47
$662K 0.13%
3,810
-75
48
$653K 0.13%
4,183
-157
49
$647K 0.13%
4,500
50
$630K 0.12%
4,100
1
2
3 4