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
$462M
AUM Growth
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$8.86M
3
+$6.92M
4
GILD icon
Gilead Sciences
GILD
+$4.6M
5
CHX
ChampionX
CHX
+$3.41M

Top Sells

1
+$25.2M
2
+$9.16M
3
+$4.86M
4
SBR
Sabine Royalty Trust
SBR
+$1.24M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$598K

Sector Composition

1 Financials 34.91%
2 Energy 21.71%
3 Healthcare 15.83%
4 Technology 12.04%
5 Consumer Discretionary 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$134M 29.01%
718,071
+3,931
2
$35.2M 7.63%
425,895
-960
3
$28.1M 6.09%
210,531
+12,857
4
$21.1M 4.58%
492,144
-7,062
5
$20.3M 4.4%
361,963
+157,853
6
$15.3M 3.3%
125,772
+290
7
$15.2M 3.29%
262,042
-3,485
8
$15.1M 3.26%
322,425
-196,180
9
$13.4M 2.91%
118,703
+80,006
10
$11.3M 2.44%
399,805
-3,000
11
$10.7M 2.31%
247,195
-584,734
12
$10.2M 2.21%
144,087
+64,920
13
$8.22M 1.78%
118,040
-525
14
$7.85M 1.7%
124,910
+110,108
15
$7.57M 1.64%
172,615
+500
16
$6.88M 1.49%
124,071
-2,185
17
$6.68M 1.45%
59,480
-5,075
18
$6.55M 1.42%
33,589
+887
19
$5.89M 1.27%
242,005
-5,150
20
$5.44M 1.18%
85,360
-650
21
$5.02M 1.09%
107,460
+1,330
22
$4.78M 1.04%
95,595
-700
23
$4.44M 0.96%
1,656,895
+232,599
24
$3.7M 0.8%
185,855
+28,540
25
$3.41M 0.74%
+81,637
1
2 3 4