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
$384M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$997K
3
+$856K
4
BP icon
BP
BP
+$791K
5
SRG
Seritage Growth Properties
SRG
+$715K

Top Sells

1
+$3.2M
2
+$2.41M
3
+$1.18M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$860K
5
HD icon
Home Depot
HD
+$330K

Sector Composition

1 Financials 36.67%
2 Energy 18.12%
3 Healthcare 10.47%
4 Consumer Discretionary 9.37%
5 Technology 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,365
77
– –
-9,835
1 2 3
4