GIM

Greylin Investment Management Portfolio holdings

AUM $598M
1-Year Est. Return 18.59%
This Fund
S&P 500
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
+$62.6M
2
+$18.3M
3
+$15M
4
UTHR icon
United Therapeutics
UTHR
+$14M
5
KHC icon
Kraft Heinz
KHC
+$6.7M

Top Sells

1
+$9.56M
2
+$9.19M
3
+$4.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.7M
5
IBM icon
IBM
IBM
+$2.19M

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
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79
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80
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82
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-2,662
83
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84
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85
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-8,400
86
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-47,585
87
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-5,980
1 2 3
4