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
$548M
AUM Growth
+$6.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$4.02M
3
+$2.04M
4
NAT icon
Nordic American Tanker
NAT
+$1.44M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$2.95M
2
+$2.85M
3
+$1.34M
4
XOM icon
Exxon Mobil
XOM
+$1.25M
5
GILD icon
Gilead Sciences
GILD
+$575K

Sector Composition

1 Financials 39.36%
2 Energy 16.82%
3 Healthcare 14.69%
4 Technology 13.33%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$191M 34.8%
618,113
+3,620
2
$64.6M 11.77%
588,692
-11,355
3
$31.5M 5.74%
963,871
+147,958
4
$23.1M 4.2%
562,327
+23,959
5
$21.4M 3.91%
167,977
+1,417
6
$13.7M 2.49%
164,519
-6,925
7
$13.6M 2.47%
576,573
+8,724
8
$12.6M 2.3%
123,214
+39,358
9
$12.5M 2.27%
80,434
-164
10
$9.83M 1.79%
74,965
-10,202
11
$9.32M 1.7%
241,112
-73,790
12
$9.19M 1.68%
38,012
-411
13
$8.62M 1.57%
86,920
-175
14
$8.21M 1.5%
322,079
+14,671
15
$8.16M 1.49%
130,657
-469
16
$7.88M 1.44%
818,974
+5,965
17
$7.33M 1.34%
256,225
-1,240
18
$6.25M 1.14%
38,320
+923
19
$6.2M 1.13%
138,916
+1,716
20
$6.15M 1.12%
26,912
+468
21
$6.03M 1.1%
97,174
-2,595
22
$5.8M 1.06%
76,786
-39,082
23
$5M 0.91%
144,481
+31,497
24
$4.99M 0.91%
14,535
25
$4.99M 0.91%
46,910
-35
1
2 3