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
$554M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.62M
3
+$2.29M
4
MMM icon
3M
MMM
+$2.05M
5
INTC icon
Intel
INTC
+$1.96M

Top Sells

1
+$7.19M
2
+$4.38M
3
+$3.56M
4
CAH icon
Cardinal Health
CAH
+$3.01M
5
KHC icon
Kraft Heinz
KHC
+$2.64M

Sector Composition

1 Financials 41.59%
2 Energy 15.88%
3 Healthcare 14.83%
4 Technology 12.91%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.39M 0.79%
14,136
-15
27
$4.25M 0.77%
44,922
-31,864
28
$3.84M 0.69%
17,025
-150
29
$3.66M 0.66%
997,886
+624,466
30
$3.61M 0.65%
69,808
+9,155
31
$3.23M 0.58%
16,657
32
$2.94M 0.53%
35,101
+24,457
33
$2.46M 0.45%
74,226
+10,022
34
$2.21M 0.4%
247,085
-1,785
35
$2.03M 0.37%
7,754
36
$2.02M 0.36%
9,852
-560
37
$1.82M 0.33%
18,544
-3,377
38
$1.68M 0.3%
21,711
-825
39
$1.64M 0.3%
8,835
-1,460
40
$1.34M 0.24%
17,589
-1,100
41
$1.27M 0.23%
8,509
+1,052
42
$1.04M 0.19%
10,952
-450
43
$982K 0.18%
6,750
-100
44
$895K 0.16%
2,095
-630
45
$832K 0.15%
17,215
-4,150
46
$743K 0.13%
4,125
47
$731K 0.13%
3,525
-235
48
$727K 0.13%
19,833
-2,630
49
$613K 0.11%
4,950
50
$600K 0.11%
2,010
1
2
3