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
$481M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$2.73M
3
+$1.65M
4
MO icon
Altria Group
MO
+$1.6M
5
OXY icon
Occidental Petroleum
OXY
+$1.53M

Top Sells

1
+$3.91M
2
+$3.63M
3
+$3.5M
4
KHC icon
Kraft Heinz
KHC
+$3.22M
5
MCK icon
McKesson
MCK
+$1.73M

Sector Composition

1 Financials 37.1%
2 Energy 17.13%
3 Healthcare 16.46%
4 Technology 11.68%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.45M 0.72%
85,628
+2,275
27
$3.31M 0.69%
17,625
-85
28
$2.56M 0.53%
64,028
+2,718
29
$2.32M 0.48%
65,404
-9,740
30
$2.31M 0.48%
16,691
+625
31
$2.12M 0.44%
25,895
-20,737
32
$2.02M 0.42%
33,650
+18,250
33
$1.91M 0.4%
11,720
-275
34
$1.61M 0.34%
10,920
-330
35
$1.38M 0.29%
31,577
-16,465
36
$1.34M 0.28%
16,602
-1,750
37
$1.21M 0.25%
22,731
+3,561
38
$1.17M 0.24%
18,858
-253
39
$1.1M 0.23%
3,232
-5,102
40
$1.05M 0.22%
3,964
+4
41
$959K 0.2%
30,610
+22,890
42
$932K 0.19%
21,250
-3,425
43
$873K 0.18%
4,950
-125
44
$711K 0.15%
+25,555
45
$711K 0.15%
6,800
46
$647K 0.13%
+9,100
47
$636K 0.13%
3,810
48
$635K 0.13%
4,100
49
$634K 0.13%
6,859
+1,991
50
$552K 0.11%
4,375
-125
1
2
3 4