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
$402M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.71M
3
+$1.48M
4
BAC icon
Bank of America
BAC
+$1.23M
5
BP icon
BP
BP
+$583K

Top Sells

1
+$3.01M
2
+$1.45M
3
+$1.13M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$358K

Sector Composition

1 Financials 35.4%
2 Energy 19.37%
3 Healthcare 10.9%
4 Consumer Discretionary 9.35%
5 Technology 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$460K 0.11%
16,750
+900
52
$434K 0.11%
200
53
$429K 0.11%
3,600
-1,000
54
$416K 0.1%
+21,335
55
$406K 0.1%
7,562
-200
56
$377K 0.09%
10,775
-100
57
$349K 0.09%
6,227
58
$310K 0.08%
2,575
59
$309K 0.08%
5,770
-800
60
$290K 0.07%
4,200
-100
61
$287K 0.07%
4,584
62
$273K 0.07%
9,340
+100
63
$263K 0.07%
11,004
+400
64
$261K 0.06%
5,732
-3,575
65
$236K 0.06%
2,570
-300
66
$231K 0.06%
+2,770
67
$203K 0.05%
6,175
-475
68
$203K 0.05%
2,000
-200
69
$199K 0.05%
10,775
70
– –
-15,325
71
– –
-10,300
72
– –
-4,575
73
– –
-5,973
1 2
3