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
$582M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$4.78M
3
+$2.45M
4
WBA
Walgreens Boots Alliance
WBA
+$1.91M
5
VTRS icon
Viatris
VTRS
+$1.69M

Top Sells

1
+$9.99M
2
+$1.51M
3
+$1.34M
4
UTHR icon
United Therapeutics
UTHR
+$1.23M
5
MCK icon
McKesson
MCK
+$1.2M

Sector Composition

1 Financials 41.49%
2 Healthcare 15.66%
3 Energy 14.21%
4 Technology 10.8%
5 Consumer Staples 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$221M 37.96%
626,137
-2,881
2
$53.4M 9.17%
646,396
+5,595
3
$25.2M 4.33%
165,108
-3,755
4
$19.8M 3.4%
562,432
+5,684
5
$19.1M 3.28%
484,587
+12,986
6
$15.9M 2.73%
122,134
+10,217
7
$15.2M 2.62%
85,979
-269
8
$13.6M 2.33%
228,570
+41,130
9
$13.5M 2.32%
124,216
+62,213
10
$11.7M 2.02%
206,917
+1,137
11
$11.6M 2%
116,251
-5,485
12
$11M 1.89%
267,047
-1,719
13
$10.2M 1.76%
206,467
+96,429
14
$9.8M 1.68%
40,527
+544
15
$9.36M 1.61%
208,948
+42,750
16
$8.34M 1.43%
27,243
-3,932
17
$8.34M 1.43%
160,992
-17,334
18
$7.47M 1.28%
120,572
+3,510
19
$6.74M 1.16%
68,063
-6,504
20
$6.08M 1.04%
37,312
+10
21
$5.55M 0.95%
23,999
+403
22
$5.21M 0.9%
91,917
+2,521
23
$4.93M 0.85%
16,467
-485
24
$4.91M 0.84%
17,160
25
$4.39M 0.75%
82,571
+247
1
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