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
$582M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$4.78M
3
+$2.45M
4
WBA
Walgreens Boots Alliance
WBA
+$1.91M
5
VTRS icon
Viatris
VTRS
+$1.69M

Top Sells

1
+$9.99M
2
+$1.51M
3
+$1.34M
4
UTHR icon
United Therapeutics
UTHR
+$1.23M
5
MCK icon
McKesson
MCK
+$1.2M

Sector Composition

1 Financials 41.49%
2 Healthcare 15.66%
3 Energy 14.21%
4 Technology 10.8%
5 Consumer Staples 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$688K 0.12%
4,500
-1,200
52
$676K 0.12%
4,340
+846
53
$591K 0.1%
4,990
-50
54
$559K 0.1%
2,317
+430
55
$548K 0.09%
2,215
56
$533K 0.09%
+9,225
57
$496K 0.09%
2,370
-25
58
$477K 0.08%
6,575
-300
59
$463K 0.08%
3,525
-330
60
$457K 0.08%
2,550
-6,891
61
$453K 0.08%
4,825
62
$407K 0.07%
6,433
-15,078
63
$402K 0.07%
8,295
-375
64
$390K 0.07%
2,929
-870
65
$383K 0.07%
2,050
66
$374K 0.06%
3,007
+748
67
$371K 0.06%
11,100
-900
68
$363K 0.06%
10,435
-1,170
69
$351K 0.06%
18,540
+1,593
70
$349K 0.06%
2,725
-442
71
$338K 0.06%
9,030
72
$319K 0.05%
8,092
-16,500
73
$304K 0.05%
20,550
-650
74
$263K 0.05%
1,914
75
$251K 0.04%
3,412
1 2
3
4