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
$218M
AUM Growth
+$2.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$4.65M
2 +$3M
3 +$1.58M
4
C icon
Citigroup
C
+$408K
5
CVS icon
CVS Health
CVS
+$248K

Sector Composition

1 Financials 34.6%
2 Communication Services 20.29%
3 Technology 10.74%
4 Real Estate 9.6%
5 Consumer Discretionary 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-59,745