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
$360M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.31M
3
+$1.23M
4
TPR icon
Tapestry
TPR
+$541K
5
CVX icon
Chevron
CVX
+$469K

Top Sells

1
+$711K
2
+$679K
3
+$627K
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$608K
5
GE icon
GE Aerospace
GE
+$559K

Sector Composition

1 Financials 37.23%
2 Energy 19.67%
3 Healthcare 10.21%
4 Consumer Discretionary 9.03%
5 Materials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$227K 0.06%
4,584
52
$223K 0.06%
+4,700
53
$215K 0.06%
7,125
-75
54
$206K 0.06%
+4,600
55
$192K 0.05%
13,475
-11,300
56
$158K 0.04%
1,726
-39
57
$125K 0.03%
22,800
-22,300
58
– –
-3,172
59
– –
-4,319
60
– –
-7,144
1 2
3