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
$462M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$1.65M
3
+$1.19M
4
ROKU icon
Roku
ROKU
+$941K
5
WPP icon
WPP
WPP
+$800K

Top Sells

1
+$2.75M
2
+$2.48M
3
+$1.67M
4
GSK icon
GSK
GSK
+$1.54M
5
WFC icon
Wells Fargo
WFC
+$1.36M

Sector Composition

1 Financials 37.8%
2 Energy 19.27%
3 Healthcare 11.98%
4 Technology 9.77%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.04%
+1,020
77
– –
-2,950
78
– –
-3,375
79
– –
-17,127
80
– –
-1,762
81
– –
-1,150
1 2 3
4