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
$557M
AUM Growth
+$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.53M
3
+$1.4M
4
OGN icon
Organon & Co
OGN
+$989K
5
MMM icon
3M
MMM
+$959K

Top Sells

1
+$7.21M
2
+$3M
3
+$2.25M
4
GILD icon
Gilead Sciences
GILD
+$1.64M
5
IBM icon
IBM
IBM
+$1.42M

Sector Composition

1 Financials 41.12%
2 Energy 17.13%
3 Healthcare 13.42%
4 Technology 13.28%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.27M 0.77%
76,211
-6,355
27
$4.21M 0.76%
13,926
-210
28
$3.71M 0.67%
47,351
+12,250
29
$3.64M 0.65%
67,706
-2,102
30
$3.54M 0.64%
17,025
31
$3.41M 0.61%
39,272
-5,650
32
$3.08M 0.55%
97,909
+23,683
33
$2.85M 0.51%
16,657
34
$2.07M 0.37%
253,080
+5,995
35
$1.94M 0.35%
7,754
36
$1.92M 0.35%
9,617
-235
37
$1.53M 0.27%
+11,456
38
$1.36M 0.24%
8,035
-800
39
$1.36M 0.24%
17,908
+319
40
$1.29M 0.23%
17,903
-641
41
$1.09M 0.2%
9,071
-1,881
42
$1.09M 0.2%
16,344
-5,367
43
$967K 0.17%
8,877
+368
44
$906K 0.16%
6,250
-500
45
$890K 0.16%
+15,219
46
$764K 0.14%
16,015
-1,200
47
$657K 0.12%
1,510
-585
48
$656K 0.12%
4,125
49
$637K 0.11%
3,450
-75
50
$620K 0.11%
4,900
-50
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2
3