GIM
Greylin Investment Management Portfolio holdings
AUM
$598M
This Quarter Return
+7.5%
1 Year Return
+18.59%
3 Year Return
+52.1%
5 Year Return
+133.55%
10 Year Return
+215.01%
AUM
$417M
AUM Growth
+$417M
(+4%)
Cap. Flow
-$11.5M
Cap. Flow
% of AUM
-2.75%
Top 10 Holdings %
Top 10 Hldgs %
76.49%
Holding
76
New
2
Increased
14
Reduced
40
Closed
8
Top Buys
| 1 |
Teva Pharmaceuticals
TEVA
|
$3.37M |
| 2 |
GSK
GSK
|
$1.89M |
| 3 |
Kinder Morgan
KMI
|
$609K |
| 4 |
Pfizer
PFE
|
$406K |
| 5 |
VIVO
Meridian Bioscience Inc
VIVO
|
$351K |
Top Sells
| 1 |
US Bancorp
USB
|
$3.98M |
| 2 |
LNKD
LinkedIn Corporation
LNKD
|
$3.09M |
| 3 |
Phillips 66
PSX
|
$1.9M |
| 4 |
BHI
Baker Hughes
BHI
|
$1.28M |
| 5 |
JOY
Joy Global Inc
JOY
|
$1.2M |
Sector Composition
| 1 | Financials | 38.77% |
| 2 | Energy | 17.87% |
| 3 | Healthcare | 11.17% |
| 4 | Technology | 9.5% |
| 5 | Consumer Discretionary | 7.89% |