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
$488M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$4.26M
3
+$3.57M
4
OGN icon
Organon & Co
OGN
+$2.93M
5
WBA
Walgreens Boots Alliance
WBA
+$2.09M

Top Sells

1
+$8.72M
2
+$3.63M
3
+$3.05M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.39M
5
SLB icon
SLB Ltd
SLB
+$2.39M

Sector Composition

1 Financials 40.75%
2 Healthcare 15.62%
3 Energy 12.76%
4 Technology 12.71%
5 Consumer Staples 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$831K 0.17%
50,000
-1,950
52
$797K 0.16%
5,700
53
$788K 0.16%
4,100
54
$780K 0.16%
5,225
+200
55
$663K 0.14%
2,565
+1,380
56
$647K 0.13%
3,929
-1,780
57
$645K 0.13%
12,725
-2,475
58
$595K 0.12%
5,040
-210
59
$571K 0.12%
5,110
-2,575
60
$567K 0.12%
11,605
-875
61
$534K 0.11%
2,215
62
$522K 0.11%
3,905
+25
63
$495K 0.1%
2,395
64
$462K 0.09%
4,875
-250
65
$454K 0.09%
7,417
+101
66
$450K 0.09%
3,167
-26
67
$426K 0.09%
6,875
68
$418K 0.09%
8,999
-1,230
69
$415K 0.09%
+18,900
70
$414K 0.08%
24,732
+2,335
71
$407K 0.08%
8,860
-4,950
72
$406K 0.08%
19,913
-1,092
73
$386K 0.08%
4,600
-1,225
74
$358K 0.07%
25,000
-4,675
75
$345K 0.07%
1,759
+140
1 2
3
4