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
$417M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$13.2M
3
+$11M
4
KHC icon
Kraft Heinz
KHC
+$5.57M
5
PSX icon
Phillips 66
PSX
+$2.17M

Top Sells

1
+$9.87M
2
+$8.23M
3
+$4.19M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.64M
5
IBM icon
IBM
IBM
+$1.99M

Sector Composition

1 Financials 38.81%
2 Energy 20.1%
3 Technology 14.87%
4 Healthcare 11.77%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$612K 0.15%
+200
52
$545K 0.13%
+20,127
53
$542K 0.13%
5,382
-26
54
$537K 0.13%
+9,800
55
$534K 0.13%
47,150
-61,680
56
$525K 0.13%
8,172
+1,000
57
$459K 0.11%
16,405
-2,600
58
$458K 0.11%
14,955
-200
59
$448K 0.11%
7,475
+600
60
$439K 0.11%
2,475
61
$401K 0.1%
4,240
-5
62
$399K 0.1%
3,150
-3
63
$397K 0.1%
9,037
64
$386K 0.09%
17,900
-2,631
65
$350K 0.08%
5,243
-350
66
$341K 0.08%
7,275
67
$308K 0.07%
14,225
-100
68
$301K 0.07%
6,092
+375
69
$259K 0.06%
+44,500
70
$254K 0.06%
11,250
-110
71
$235K 0.06%
+4,190
72
$227K 0.05%
9,240
73
$225K 0.05%
10,875
74
$217K 0.05%
2,275
75
$201K 0.05%
4,319
1 2
3
4