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
$518M
AUM Growth
-$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5.13M
3
+$3.99M
4
VTRS icon
Viatris
VTRS
+$2.52M
5
BABA icon
Alibaba
BABA
+$2.3M

Top Sells

1
+$6.17M
2
+$5.92M
3
+$2.89M
4
RTX icon
RTX Corp
RTX
+$2.06M
5
COP icon
ConocoPhillips
COP
+$1.48M

Sector Composition

1 Financials 35.27%
2 Healthcare 18.88%
3 Energy 15.13%
4 Technology 11.36%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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