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
$437M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.55M
3
+$1.48M
4
QCOM icon
Qualcomm
QCOM
+$1.38M
5
IBM icon
IBM
IBM
+$770K

Top Sells

1
+$2.79M
2
+$2.01M
3
+$1.97M
4
MRK icon
Merck
MRK
+$1.21M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.14M

Sector Composition

1 Financials 37.75%
2 Energy 18.71%
3 Healthcare 12.94%
4 Technology 10.03%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$504K 0.12%
3,403
+53
52
$490K 0.11%
19,800
+300
53
$480K 0.11%
+12,245
54
$475K 0.11%
12,080
-5,475
55
$446K 0.1%
17,127
-12,663
56
$430K 0.1%
+6,875
57
$429K 0.1%
+4,625
58
$405K 0.09%
11,330
-19,560
59
$396K 0.09%
2,525
-25
60
$396K 0.09%
3,375
+400
61
$393K 0.09%
4,379
+95
62
$354K 0.08%
3,193
63
$340K 0.08%
5,357
64
$334K 0.08%
2,950
-2,000
65
$325K 0.07%
14,475
+500
66
$281K 0.06%
7,369
+894
67
$272K 0.06%
+1,947
68
$241K 0.06%
9,240
69
$237K 0.05%
5,830
70
$236K 0.05%
+1,150
71
$235K 0.05%
+4,319
72
$234K 0.05%
+9,400
73
$216K 0.05%
11,925
-13,125
74
$206K 0.05%
+2,275
75
$25K 0.01%
+1,762
1 2
3
4