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
$419M
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$3.08M
3
+$1.3M
4
DOW icon
Dow Inc
DOW
+$811K
5
WPP icon
WPP
WPP
+$806K

Top Sells

1
+$4.56M
2
+$3.78M
3
+$3.46M
4
BP icon
BP
BP
+$3.4M
5
KHC icon
Kraft Heinz
KHC
+$3.39M

Sector Composition

1 Financials 37.94%
2 Energy 21.28%
3 Technology 18.33%
4 Healthcare 9.9%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$528K 0.13%
+8,550
52
$520K 0.12%
18,212
+47
53
$514K 0.12%
5,015
-2,430
54
$499K 0.12%
2,325
-60
55
$493K 0.12%
3,150
56
$419K 0.1%
7,000
-275
57
$400K 0.1%
5,268
58
$395K 0.09%
7,675
59
$290K 0.07%
7,085
+643
60
$275K 0.07%
2,890
-8,860
61
$266K 0.06%
2,615
-290
62
$264K 0.06%
9,240
63
$259K 0.06%
4,680
64
$245K 0.06%
2,075
-50
65
$239K 0.06%
9,170
-6,605
66
$233K 0.06%
+1,702
67
$219K 0.05%
1,575
68
$215K 0.05%
9,300
69
$215K 0.05%
4,319
70
$210K 0.05%
+1,525
71
$201K 0.05%
6,350
-5,205
72
– –
-8,025
73
– –
-18,015
1 2
3