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
$445M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$4.8M
3
+$2.75M
4
KHC icon
Kraft Heinz
KHC
+$1.99M
5
QCOM icon
Qualcomm
QCOM
+$1.24M

Top Sells

1
+$2.73M
2
+$2.38M
3
+$2.03M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.57M
5
BP icon
BP
BP
+$1.39M

Sector Composition

1 Financials 35.49%
2 Energy 22.54%
3 Technology 16.73%
4 Healthcare 10.51%
5 Consumer Staples 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$221K 0.05%
+6,600
77
$219K 0.05%
4,319
78
– –
-200
79
– –
-28,127
80
– –
-8,172
1 2 3
4