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
$461M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.55M
3
+$2.29M
4
XOM icon
Exxon Mobil
XOM
+$2.22M
5
IBM icon
IBM
IBM
+$1.84M

Top Sells

1
+$6M
2
+$3.38M
3
+$1.49M
4
WPP icon
WPP
WPP
+$1.22M
5
WFC icon
Wells Fargo
WFC
+$1.05M

Sector Composition

1 Financials 37.1%
2 Energy 19.78%
3 Healthcare 12.38%
4 Technology 10.36%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$598K 0.13%
+200
52
$582K 0.13%
5,501
+68
53
$550K 0.12%
17,690
-475
54
$544K 0.12%
11,895
-100
55
$515K 0.11%
+27,985
56
$514K 0.11%
19,075
+388
57
$494K 0.11%
3,153
58
$451K 0.1%
6,875
59
$446K 0.1%
4,295
60
$408K 0.09%
9,137
61
$404K 0.09%
10,985
-170
62
$396K 0.09%
7,600
+275
63
$387K 0.08%
2,475
-50
64
$364K 0.08%
3,659
+466
65
$354K 0.08%
+11,130
66
$346K 0.08%
6,630
-3,840
67
$345K 0.07%
14,425
-50
68
$345K 0.07%
5,543
+186
69
$252K 0.05%
6,047
+417
70
$237K 0.05%
4,319
71
$234K 0.05%
1,823
+29
72
$234K 0.05%
2,562
73
$226K 0.05%
9,240
74
$226K 0.05%
9,100
-400
75
$212K 0.05%
2,275
1 2
3
4