GIM

Greystone Investment Management Portfolio holdings

AUM $195M
1-Year Est. Return 6.99%
This Quarter Est. Return
1 Year Est. Return
-6.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$5.89M
2 +$2.88M
3 +$2.65M
4
CSCO icon
Cisco
CSCO
+$2.53M
5
IBM icon
IBM
IBM
+$1.04M

Top Sells

1 +$3.35M
2 +$1.9M
3 +$391K
4
BK icon
Bank of New York Mellon
BK
+$274K
5
MSFT icon
Microsoft
MSFT
+$189K

Sector Composition

1 Financials 26.67%
2 Technology 18.15%
3 Energy 11.91%
4 Consumer Staples 7.35%
5 Real Estate 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-43,305