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
$453M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$2.19M
3
+$1.96M
4
FDX icon
FedEx
FDX
+$1.56M
5
CHWY icon
Chewy
CHWY
+$1.42M

Top Sells

1
+$3.42M
2
+$2.46M
3
+$2.29M
4
NXPI icon
NXP Semiconductors
NXPI
+$1.98M
5
UTHR icon
United Therapeutics
UTHR
+$1.8M

Sector Composition

1 Financials 38.39%
2 Energy 22.03%
3 Technology 17.31%
4 Healthcare 9.44%
5 Consumer Staples 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$149M 32.87%
657,441
-550
2
$27.1M 5.97%
656,873
+209,696
3
$26.9M 5.94%
305,075
-17,765
4
$24.7M 5.46%
354,664
+11,500
5
$22.1M 4.87%
173,360
-15,595
6
$20.7M 4.56%
514,425
-8,305
7
$16.6M 3.66%
129,273
-19,174
8
$14.3M 3.15%
97,704
-3,270
9
$14M 3.1%
436,870
+3,183
10
$13.8M 3.06%
157,216
-20,445
11
$11.1M 2.45%
2,260,360
+399,240
12
$10.5M 2.32%
298,495
-1,740
13
$6.67M 1.47%
120,465
-890
14
$6.39M 1.41%
169,220
-90,580
15
$5.61M 1.24%
25,700
-1,205
16
$5.52M 1.22%
102,672
-994
17
$4.94M 1.09%
83,335
-1,100
18
$4.71M 1.04%
54,218
-5,177
19
$4.46M 0.98%
83,198
-23,810
20
$3.99M 0.88%
32,982
-4,700
21
$3.73M 0.82%
93,410
-1,030
22
$3.6M 0.79%
55,350
-1,945
23
$3.46M 0.76%
22,904
+10,307
24
$3.02M 0.67%
12,537
-3,320
25
$2.87M 0.63%
51,675
-1,545
1
2 3