GIM

Greystone Investment Management Portfolio holdings

AUM $195M
1-Year Est. Return 6.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-6.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1 +$4.3M
2 +$2.71M
3 +$720K
4
DNOW icon
DNOW Inc
DNOW
+$475K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$253K

Top Sells

1 +$10.5M
2 +$7.16M
3 +$446K
4
LM
Legg Mason, Inc.
LM
+$419K
5
KDP icon
Keurig Dr Pepper
KDP
+$218K

Sector Composition

1 Financials 28.63%
2 Energy 13.63%
3 Technology 12.29%
4 Real Estate 8.22%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-8,550
52
-137,470