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
$417M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$13.2M
3
+$11M
4
KHC icon
Kraft Heinz
KHC
+$5.57M
5
PSX icon
Phillips 66
PSX
+$2.17M

Top Sells

1
+$9.87M
2
+$8.23M
3
+$4.19M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.64M
5
IBM icon
IBM
IBM
+$1.99M

Sector Composition

1 Financials 38.81%
2 Energy 20.1%
3 Technology 14.87%
4 Healthcare 11.77%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,650
77
– –
-32,550
78
– –
-7,650
79
– –
-4,100
80
– –
-11,010
81
– –
-5,980
82
– –
-1,140
83
– –
-2,662
84
– –
-10,610
85
– –
-8,170
86
– –
-8,400
87
– –
-47,585
1 2 3
4