GIM
Greylin Investment Management Portfolio holdings
AUM
$598M
1-Year Est. Return
18.59%
This Fund
S&P 500
1 Year Est. Return
+18.59%
AUM
$624M
AUM Growth
+$45.3M
(+7.8%)
Holding
80
Top Buys
| 1 | +$5.24M | |
| 2 | +$3.12M | |
| 3 | +$2.11M | |
| 4 |
3M
MMM
|
+$2.01M |
| 5 |
Altria Group
MO
|
+$1.49M |
Top Sells
| 1 | +$14.1M | |
| 2 | +$4.3M | |
| 3 | +$2.72M | |
| 4 |
Gilead Sciences
GILD
|
+$2.48M |
| 5 |
Ally Financial
ALLY
|
+$1.18M |
Sector Composition
| 1 | Financials | 42.01% |
| 2 | Energy | 15% |
| 3 | Technology | 14.52% |
| 4 | Healthcare | 12.76% |
| 5 | Consumer Staples | 4.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Bristol-Myers Squibb
BMY
$121B
| $223K | 0.04% |
4,115
-750
|
|
||
77
Enterprise Products Partners
EPD
$80.7B
| $211K | 0.03% |
+7,240
|
|
||
78
Marathon Petroleum
MPC
$70.3B
| $202K | 0.03% |
+1,000
|
|
||
79
AT&T
T
$193B
| $182K | 0.03% |
10,350
|
|
||
|
CFB
80
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
| – | – |
-39,500
|
|