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
$548M
AUM Growth
+$6.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$4.02M
3
+$2.04M
4
NAT icon
Nordic American Tanker
NAT
+$1.44M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$2.95M
2
+$2.85M
3
+$1.34M
4
XOM icon
Exxon Mobil
XOM
+$1.25M
5
GILD icon
Gilead Sciences
GILD
+$575K

Sector Composition

1 Financials 39.36%
2 Energy 16.82%
3 Healthcare 14.69%
4 Technology 13.33%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.2M 0.77%
116,610
+29,064
27
$4.18M 0.76%
14,151
-240
28
$3.43M 0.63%
17,175
-150
29
$3.17M 0.58%
60,653
-775
30
$2.75M 0.5%
16,657
+16
31
$2.25M 0.41%
64,204
+350
32
$2.25M 0.41%
248,870
+224,675
33
$2.15M 0.39%
21,921
-1,320
34
$1.94M 0.35%
10,412
-90
35
$1.88M 0.34%
10,295
-100
36
$1.61M 0.29%
7,754
37
$1.51M 0.28%
22,536
-45
38
$1.48M 0.27%
373,420
+363,195
39
$1.19M 0.22%
18,689
+681
40
$1.16M 0.21%
11,402
-1,050
41
$1.08M 0.2%
21,365
-2,850
42
$970K 0.18%
2,725
-2
43
$935K 0.17%
10,644
+4,159
44
$916K 0.17%
22,463
-3,171
45
$893K 0.16%
6,850
+50
46
$805K 0.15%
7,457
+123
47
$767K 0.14%
4,125
+25
48
$719K 0.13%
3,760
-50
49
$655K 0.12%
+9,100
50
$636K 0.12%
4,275
1
2
3