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
$420M
AUM Growth
-$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$208K
3
+$3.1K

Top Sells

1
+$1M
2
+$908K
3
+$381K
4
TPR icon
Tapestry
TPR
+$351K
5
MRK icon
Merck
MRK
+$312K

Sector Composition

1 Financials 37.76%
2 Energy 17.57%
3 Healthcare 11.25%
4 Consumer Discretionary 9.91%
5 Materials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$334K 0.08%
9,240
52
$325K 0.08%
6,350
53
$294K 0.07%
8,100
54
$250K 0.06%
4,684
55
$241K 0.06%
2,575
56
$228K 0.05%
2,190
57
$228K 0.05%
50,000
58
$228K 0.05%
3,400
59
$227K 0.05%
39,775
60
$214K 0.05%
4,319
61
$214K 0.05%
4,350
62
$208K 0.05%
+3,412
63
– –
-1,615
64
– –
-5,700
1 2
3