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
$434M
AUM Growth
+$2.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$2.63M
3
+$2.63M
4
AMGN icon
Amgen
AMGN
+$1.99M
5
HP icon
Helmerich & Payne
HP
+$1.6M

Top Sells

1
+$2.62M
2
+$2.46M
3
+$1.68M
4
CSCO icon
Cisco
CSCO
+$1.43M
5
NOV icon
NOV
NOV
+$1.41M

Sector Composition

1 Financials 36.67%
2 Energy 17.49%
3 Healthcare 14.58%
4 Consumer Discretionary 9.96%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$128M 29.47%
754,348
-900
2
$32.7M 7.53%
689,715
-35,560
3
$32.3M 7.44%
399,725
+2,005
4
$29.2M 6.73%
198,351
+2,698
5
$26.6M 6.14%
917,275
-8,075
6
$17.3M 4%
283,573
-8,573
7
$17.2M 3.96%
129,682
-1,450
8
$16.3M 3.77%
532,192
-6,541
9
$12.1M 2.8%
219,260
-44,350
10
$10M 2.31%
412,595
-13,175
11
$9.78M 2.26%
294,495
+79,300
12
$7.97M 1.84%
177,825
-58,375
13
$7.1M 1.64%
128,655
+122,785
14
$5.94M 1.37%
71,785
+4,035
15
$5.49M 1.27%
124,785
-275
16
$5.27M 1.21%
101,417
-2,550
17
$5.12M 1.18%
33,384
-815
18
$4.9M 1.13%
90,852
-904
19
$3.21M 0.74%
27,795
-2,825
20
$3.21M 0.74%
105,485
+86,410
21
$2.75M 0.63%
222,800
-55,300
22
$2.71M 0.63%
49,865
+29,440
23
$2.58M 0.59%
48,255
+5,545
24
$2.52M 0.58%
401,260
+205,481
25
$2.42M 0.56%
14,030
+11,555
1
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