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
$582M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$4.78M
3
+$2.45M
4
WBA
Walgreens Boots Alliance
WBA
+$1.91M
5
VTRS icon
Viatris
VTRS
+$1.69M

Top Sells

1
+$9.99M
2
+$1.51M
3
+$1.34M
4
UTHR icon
United Therapeutics
UTHR
+$1.23M
5
MCK icon
McKesson
MCK
+$1.2M

Sector Composition

1 Financials 41.49%
2 Healthcare 15.66%
3 Energy 14.21%
4 Technology 10.8%
5 Consumer Staples 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$251K 0.04%
+5,860
77
$245K 0.04%
2,729
-290
78
$240K 0.04%
1,075
79
$235K 0.04%
+8,050
80
$234K 0.04%
3,450
-200
81
$228K 0.04%
4,319
82
$226K 0.04%
2,300
83
$224K 0.04%
725
84
$207K 0.04%
11,585
85
$24K ﹤0.01%
11,225
-522,760
86
– –
-4,300
87
– –
-3,063
88
– –
-4,998
89
– –
-1,923
90
– –
-328,167
91
– –
-8,585
92
– –
-41,042
93
– –
-95,472
94
– –
-4,660
95
– –
-12,324
1 2 3
4