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
$480M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$5.76M
3
+$5.73M
4
CAH icon
Cardinal Health
CAH
+$1.93M
5
XOM icon
Exxon Mobil
XOM
+$804K

Top Sells

1
+$11.7M
2
+$2.05M
3
+$1.97M
4
FDX icon
FedEx
FDX
+$1.26M
5
PLTR icon
Palantir
PLTR
+$1.11M

Sector Composition

1 Financials 41.77%
2 Technology 15.59%
3 Energy 14.28%
4 Healthcare 10.67%
5 Consumer Staples 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$167M 34.75%
652,750
+1,638
2
$38.1M 7.95%
682,880
+14,393
3
$26.4M 5.5%
199,079
-15,445
4
$19.5M 4.07%
488,030
+16,483
5
$14.3M 2.97%
86,783
-463
6
$14.1M 2.93%
110,291
+45,236
7
$12M 2.49%
59,390
-57,966
8
$11.2M 2.34%
290,202
-1,655
9
$10.2M 2.13%
36,030
-4,425
10
$9.1M 1.9%
2,798,470
-16,965
11
$8.85M 1.84%
383,277
+284,379
12
$8.09M 1.69%
111,370
-1,531
13
$6.97M 1.45%
261,886
-7,465
14
$6.56M 1.37%
101,481
+4,512
15
$6.51M 1.36%
179,754
+6,526
16
$6.39M 1.33%
32,740
+29,360
17
$6.17M 1.28%
116,966
+1,876
18
$6.03M 1.26%
78,077
-25
19
$5.79M 1.21%
18,962
-250
20
$5.48M 1.14%
201,708
-2,815
21
$5.39M 1.12%
32,236
-3,588
22
$5M 1.04%
94,458
+13,485
23
$4.75M 0.99%
56,016
-23,223
24
$4.59M 0.96%
82,930
-210
25
$4.57M 0.95%
383,822
-11,198
1
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