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
$265M
AUM Growth
+$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Sells

1 +$1.42M
2 +$1.06M
3 +$745K
4
CSCO icon
Cisco
CSCO
+$298K
5
ECL icon
Ecolab
ECL
+$200K

Sector Composition

1 Financials 27.12%
2 Industrials 8.67%
3 Technology 8.54%
4 Communication Services 8.46%
5 Energy 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$223K 0.08%
3,197
52
$221K 0.08%
3,285
+145
53
$211K 0.08%
3,800
54
-1,750