GIM
Greystone Investment Management Portfolio holdings
AUM
$195M
This Quarter Return
+3.71%
1 Year Return
-6.99%
3 Year Return
+32.8%
5 Year Return
+53.95%
10 Year Return
–
AUM
$235M
AUM Growth
–
Cap. Flow
+$235M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.93%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$13M |
| 2 |
Brookfield
BN
|
$12.7M |
| 3 |
Microsoft
MSFT
|
$11.7M |
| 4 |
Wells Fargo
WFC
|
$11.2M |
| 5 |
Howard Hughes
HHH
|
$10.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 25.74% |
| 2 | Technology | 17.16% |
| 3 | Energy | 10.86% |
| 4 | Consumer Staples | 7.38% |
| 5 | Real Estate | 6.73% |
