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
$461M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.55M
3
+$2.29M
4
XOM icon
Exxon Mobil
XOM
+$2.22M
5
IBM icon
IBM
IBM
+$1.84M

Top Sells

1
+$6M
2
+$3.38M
3
+$1.49M
4
WPP icon
WPP
WPP
+$1.22M
5
WFC icon
Wells Fargo
WFC
+$1.05M

Sector Composition

1 Financials 37.1%
2 Energy 19.78%
3 Healthcare 12.38%
4 Technology 10.36%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$142M 30.91%
714,140
-16,927
2
$33.6M 7.3%
831,929
-23,801
3
$31.8M 6.91%
426,855
+29,820
4
$29M 6.29%
197,674
+12,517
5
$27.3M 5.92%
518,605
-114,100
6
$18.8M 4.08%
499,206
-9,031
7
$16.1M 3.49%
125,482
-380
8
$13.8M 2.99%
265,527
-1,068
9
$12.1M 2.62%
402,805
-2,665
10
$11.3M 2.45%
204,110
+46,060
11
$7.47M 1.62%
172,115
-500
12
$7.03M 1.53%
118,565
-810
13
$6.62M 1.44%
126,256
-20,125
14
$6.19M 1.34%
64,555
-340
15
$5.97M 1.29%
79,167
+30,330
16
$5.83M 1.26%
32,702
-300
17
$5.72M 1.24%
86,010
-115
18
$4.86M 1.06%
96,295
-1,090
19
$4.86M 1.05%
74,969
+2,059
20
$4.35M 0.94%
+38,697
21
$4.22M 0.92%
247,155
-3,390
22
$4.08M 0.89%
106,130
+45,675
23
$3.3M 0.72%
157,315
+2,685
24
$2.99M 0.65%
27,417
-330
25
$2.81M 0.61%
65,625
-310
1
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