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
$517M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$7.21M
3
+$6.44M
4
GILD icon
Gilead Sciences
GILD
+$5.83M
5
IBM icon
IBM
IBM
+$5.12M

Top Sells

1
+$8.3M
2
+$5.31M
3
+$3.9M
4
FDX icon
FedEx
FDX
+$3.54M
5
UTHR icon
United Therapeutics
UTHR
+$3.23M

Sector Composition

1 Financials 42.04%
2 Technology 14.06%
3 Energy 13.98%
4 Healthcare 12.2%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$176M 34.08%
633,632
-19,118
2
$44.7M 8.65%
708,522
+25,642
3
$27.9M 5.41%
195,453
-3,626
4
$20.6M 3.98%
146,860
+36,569
5
$20.6M 3.98%
504,671
+16,641
6
$17M 3.3%
880,644
+497,367
7
$14.3M 2.76%
86,531
-252
8
$12.8M 2.48%
186,110
+84,629
9
$11.6M 2.25%
282,429
-7,773
10
$7.61M 1.47%
92,982
-18,388
11
$7.41M 1.43%
2,259,265
-539,205
12
$7.21M 1.4%
24,168
-11,862
13
$7.21M 1.4%
+238,225
14
$7.13M 1.38%
182,199
+2,445
15
$6.61M 1.28%
77,492
-585
16
$6.44M 1.25%
+28,388
17
$6.35M 1.23%
117,426
+460
18
$6.22M 1.2%
32,535
-205
19
$5.83M 1.13%
419,179
+35,357
20
$5.77M 1.12%
94,715
+257
21
$5.72M 1.11%
17,937
-1,025
22
$5.45M 1.06%
170,368
-31,340
23
$4.71M 0.91%
82,585
-345
24
$4.44M 0.86%
55,681
-335
25
$4.29M 0.83%
137,145
-124,741
1
2 3 4