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
$531M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$4.83M
3
+$4.03M
4
INTC icon
Intel
INTC
+$3.78M
5
CVX icon
Chevron
CVX
+$2.86M

Top Sells

1
+$4.96M
2
+$3.39M
3
+$3.09M
4
XOM icon
Exxon Mobil
XOM
+$2.53M
5
BABA icon
Alibaba
BABA
+$2.38M

Sector Composition

1 Financials 40.09%
2 Healthcare 18.68%
3 Technology 12.74%
4 Energy 11.58%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$188M 35.45%
629,018
+4,133
2
$39.2M 7.39%
640,801
-41,334
3
$30.9M 5.82%
168,863
-16,878
4
$16.9M 3.19%
471,601
-9,534
5
$15M 2.82%
111,917
-37,109
6
$14.8M 2.78%
86,248
-232
7
$13.6M 2.57%
187,440
-300
8
$12M 2.25%
268,766
-4,071
9
$10.6M 2%
205,780
+100,412
10
$10.5M 1.98%
178,326
-3,223
11
$9.99M 1.88%
328,167
+677
12
$8.99M 1.7%
39,983
+17,892
13
$8.79M 1.66%
121,736
-475
14
$8.67M 1.63%
166,198
+92,541
15
$7.75M 1.46%
31,175
-255
16
$7.37M 1.39%
62,003
-20,002
17
$7.04M 1.33%
16,952
-285
18
$7.02M 1.32%
556,748
+54,055
19
$6.93M 1.31%
117,062
-251
20
$6.42M 1.21%
74,567
-2,000
21
$6.1M 1.15%
23,596
-75
22
$5.67M 1.07%
110,038
+73,493
23
$4.81M 0.91%
18,605
-65
24
$4.74M 0.89%
17,160
25
$4.64M 0.88%
50,471
-2,041
1
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