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
$578M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$2.52M
3
+$2.29M
4
OGN icon
Organon & Co
OGN
+$630K
5
BTI icon
British American Tobacco
BTI
+$571K

Top Sells

1
+$3.66M
2
+$1.91M
3
+$1.51M
4
AMGN icon
Amgen
AMGN
+$1.16M
5
CAH icon
Cardinal Health
CAH
+$1.13M

Sector Composition

1 Financials 41.39%
2 Technology 16.55%
3 Energy 14.38%
4 Healthcare 13.57%
5 Consumer Staples 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.71M 0.81%
1,121,360
+13,200
27
$4.64M 0.8%
13,401
-525
28
$4.35M 0.75%
73,786
-2,425
29
$3.79M 0.66%
17,025
30
$3.62M 0.63%
249,878
-3,202
31
$3.56M 0.62%
38,976
-8,375
32
$3.44M 0.59%
117,395
+19,486
33
$3.28M 0.57%
64,881
-2,825
34
$3.21M 0.55%
16,650
-7
35
$2.83M 0.49%
28,082
-11,190
36
$2.11M 0.36%
9,167
-450
37
$1.95M 0.34%
7,854
+100
38
$1.72M 0.3%
11,241
-215
39
$1.56M 0.27%
17,708
-200
40
$1.47M 0.25%
17,433
-470
41
$1.44M 0.25%
11,129
+2,252
42
$1.35M 0.23%
7,960
-75
43
$1.22M 0.21%
15,669
-675
44
$1.12M 0.19%
8,421
-650
45
$1.02M 0.18%
5,975
-275
46
$796K 0.14%
6,070
+100
47
$724K 0.13%
3,450
48
$690K 0.12%
4,050
-75
49
$672K 0.12%
4,900
50
$659K 0.11%
14,540
-1,475
1
2
3 4