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

Top Buys

1 +$9.69M
2 +$3.15M
3 +$2.13M
4
MO icon
Altria Group
MO
+$1.72M
5
OXY icon
Occidental Petroleum
OXY
+$1.59M

Top Sells

1 +$4.29M
2 +$4M
3 +$3.58M
4
CAH icon
Cardinal Health
CAH
+$3.32M
5
RTX icon
RTX Corp
RTX
+$1.88M

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
-24,380
77
-3,412