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
$445M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$4.8M
3
+$2.75M
4
KHC icon
Kraft Heinz
KHC
+$1.99M
5
QCOM icon
Qualcomm
QCOM
+$1.24M

Top Sells

1
+$2.73M
2
+$2.38M
3
+$2.03M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.57M
5
BP icon
BP
BP
+$1.39M

Sector Composition

1 Financials 35.49%
2 Energy 22.54%
3 Technology 16.73%
4 Healthcare 10.51%
5 Consumer Staples 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$768K 0.17%
14,545
+4,745
52
$744K 0.17%
11,447
+5
53
$654K 0.15%
5,279
-103
54
$615K 0.14%
36,200
-10,950
55
$524K 0.12%
16,155
-250
56
$512K 0.12%
28,635
-23,445
57
$478K 0.11%
7,475
58
$467K 0.1%
2,460
-15
59
$467K 0.1%
9,037
60
$452K 0.1%
3,150
61
$450K 0.1%
4,240
62
$448K 0.1%
5,068
-175
63
$430K 0.1%
18,165
+265
64
$391K 0.09%
7,275
65
$378K 0.08%
14,225
66
$370K 0.08%
6,442
+350
67
$342K 0.08%
10,850
-400
68
$309K 0.07%
7,527
-12,600
69
$271K 0.06%
10,875
70
$269K 0.06%
9,240
71
$246K 0.06%
2,250
-25
72
$246K 0.06%
+1,418
73
$240K 0.05%
4,020
-170
74
$239K 0.05%
41,800
-2,700
75
$239K 0.05%
+4,780
1 2
3
4