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
$208M
AUM Growth
+$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$3.48M
2 +$2.61M
3 +$185K
4
EPD icon
Enterprise Products Partners
EPD
+$95.2K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$43.2K

Top Sells

1 +$7.14M
2 +$2.59M
3 +$537K
4
GE icon
GE Aerospace
GE
+$476K
5
ALLY icon
Ally Financial
ALLY
+$378K

Sector Composition

1 Financials 38.75%
2 Communication Services 12.88%
3 Real Estate 11.8%
4 Technology 10.4%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,622
52
-71,135