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
$598M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$2.5M
2 +$2.17M
3 +$1.72M
4
WBA
Walgreens Boots Alliance
WBA
+$1.68M
5
RKT icon
Rocket Companies
RKT
+$1.53M

Top Sells

1 +$4.44M
2 +$2.61M
3 +$2.01M
4
ALLY icon
Ally Financial
ALLY
+$1.11M
5
MMM icon
3M
MMM
+$1.07M

Sector Composition

1 Financials 41.72%
2 Energy 14.75%
3 Technology 13.88%
4 Healthcare 12.96%
5 Consumer Staples 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GIS icon
76
General Mills
GIS
$23.7B
$228K 0.04%
3,602
+153
ZBH icon
77
Zimmer Biomet
ZBH
$17.3B
$219K 0.04%
2,020
WSBC icon
78
WesBanco
WSBC
$3.3B
$219K 0.04%
7,845
SWKS icon
79
Skyworks Solutions
SWKS
$8.66B
$210K 0.04%
1,972
-135
EPD icon
80
Enterprise Products Partners
EPD
$71.2B
$210K 0.04%
7,240
T icon
81
AT&T
T
$167B
$198K 0.03%
10,350
IMMR icon
82
Immersion
IMMR
$213M
$152K 0.03%
+16,205
BMY icon
83
Bristol-Myers Squibb
BMY
$112B
-4,115
MPC icon
84
Marathon Petroleum
MPC
$52.8B
-1,000
WMB icon
85
Williams Companies
WMB
$75.2B
-6,200