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
$481M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$2.73M
3
+$1.65M
4
MO icon
Altria Group
MO
+$1.6M
5
OXY icon
Occidental Petroleum
OXY
+$1.53M

Top Sells

1
+$3.91M
2
+$3.63M
3
+$3.5M
4
KHC icon
Kraft Heinz
KHC
+$3.22M
5
MCK icon
McKesson
MCK
+$1.73M

Sector Composition

1 Financials 37.1%
2 Energy 17.13%
3 Healthcare 16.46%
4 Technology 11.68%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-9,245
77
– –
-24,380
1 2 3
4