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Home > Institutional Investor > Greystone Investment Management Llc > Profile

Instuitional Investor - Greystone Investment Management Llc

Fund Profile
Filing Period:
Fund Name: Greystone Investment Management Llc
Portfolio Value $231,559,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 280,780 $16,755,000 7.23%
2.
Brookfield Asset Management Inc
 BAM 621,603.633 $14,914,000 6.44%
3.
Berkshire Hathaway Inc
 BRK.A 69,035 $14,781,000 6.38%
4.
Microsoft Corp
 MSFT 115,854 $13,250,000 5.72%
5.
Wells Fargo & Company
 WFC 195,359 $10,268,000 4.43%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)