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
$445M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$4.8M
3
+$2.75M
4
KHC icon
Kraft Heinz
KHC
+$1.99M
5
QCOM icon
Qualcomm
QCOM
+$1.24M

Top Sells

1
+$2.73M
2
+$2.38M
3
+$2.03M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.57M
5
BP icon
BP
BP
+$1.39M

Sector Composition

1 Financials 35.49%
2 Energy 22.54%
3 Technology 16.73%
4 Healthcare 10.51%
5 Consumer Staples 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$136M 30.47%
675,392
-10,121
2
$32.1M 7.21%
397,361
+1,176
3
$25M 5.61%
185,071
-3,962
4
$24.3M 5.45%
556,626
+121,607
5
$21M 4.72%
368,211
+21,767
6
$20.1M 4.51%
227,317
-4,115
7
$18.5M 4.16%
431,155
-32,272
8
$15.4M 3.46%
110,119
-1,230
9
$13.8M 3.1%
117,778
-3,015
10
$12.4M 2.77%
378,402
+61,031
11
$9.14M 2.05%
331,250
-12,700
12
$7.69M 1.73%
148,543
-1,715
13
$6.69M 1.5%
142,725
-7,100
14
$6.06M 1.36%
76,363
-30,046
15
$5.66M 1.27%
29,501
-613
16
$5.44M 1.22%
112,631
-2,350
17
$4.8M 1.08%
+57,220
18
$4.24M 0.95%
87,908
-1,220
19
$4.03M 0.91%
60,450
-3,965
20
$3.76M 0.84%
1,861,820
+21,900
21
$3.73M 0.84%
107,640
-1,050
22
$3.58M 0.8%
82,584
-28,200
23
$3.4M 0.76%
104,670
-83,935
24
$3.14M 0.7%
50,110
-1,525
25
$2.94M 0.66%
22,670
-2,970
1
2 3 4