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
$578M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$2.52M
3
+$2.29M
4
OGN icon
Organon & Co
OGN
+$630K
5
BTI icon
British American Tobacco
BTI
+$571K

Top Sells

1
+$3.66M
2
+$1.91M
3
+$1.51M
4
AMGN icon
Amgen
AMGN
+$1.16M
5
CAH icon
Cardinal Health
CAH
+$1.13M

Sector Composition

1 Financials 41.39%
2 Technology 16.55%
3 Energy 14.38%
4 Healthcare 13.57%
5 Consumer Staples 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$621K 0.11%
2,370
52
$616K 0.11%
9,100
53
$571K 0.1%
15,777
+10,041
54
$536K 0.09%
+39,500
55
$523K 0.09%
15,083
56
$482K 0.08%
4,375
-50
57
$461K 0.08%
995
-515
58
$414K 0.07%
2,825
-125
59
$403K 0.07%
2,150
60
$357K 0.06%
5,085
-390
61
$319K 0.06%
1,450
-125
62
$310K 0.05%
1,050
63
$299K 0.05%
1,010
64
$289K 0.05%
3,075
65
$274K 0.05%
5,096
+98
66
$257K 0.04%
3,412
67
$250K 0.04%
6,550
-50
68
$250K 0.04%
+4,865
69
$248K 0.04%
+2,207
70
$247K 0.04%
2,029
-66
71
$246K 0.04%
+7,845
72
$244K 0.04%
650
-50
73
$232K 0.04%
6,650
-325
74
$227K 0.04%
4,319
75
$174K 0.03%
+10,350
1 2
3
4