GIM

Greenwich Investment Management Portfolio holdings

AUM $109M
1-Year Est. Return 9.72%
This Quarter Est. Return
1 Year Est. Return
+9.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$4.21M
2 +$3.19M
3 +$2.74M
4
BEN icon
Franklin Resources
BEN
+$2.34M
5
GS icon
Goldman Sachs
GS
+$2.21M

Sector Composition

1 Financials 40.22%
2 Real Estate 36.48%
3 Energy 10.32%
4 Industrials 1.3%
5 Technology 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.29M 1.18%
54,677
-705
27
$981K 0.9%
61,102
+725
28
$936K 0.86%
+65,565
29
$897K 0.82%
256,451
-21,175
30
$771K 0.71%
77,398
+875
31
$750K 0.69%
45,755
-125
32
$678K 0.62%
63,695
+10,850
33
$633K 0.58%
44,333
-200
34
$612K 0.56%
3,066
35
$570K 0.52%
19,365
+2,075
36
$454K 0.42%
2,548
-6
37
$399K 0.37%
9,971
+1,895
38
$397K 0.36%
8,115
-47,868
39
$390K 0.36%
6,800
-36,944
40
$359K 0.33%
+15,890
41
$341K 0.31%
+24,580
42
$319K 0.29%
9,508
-1,761
43
$318K 0.29%
3,900
+845
44
$292K 0.27%
8,775
+1,855
45
$261K 0.24%
+2,990
46
$246K 0.23%
+4,310
47
$232K 0.21%
5,000
48
$230K 0.21%
2,361
49
$111K 0.1%
39,084
+2,728
50
-51,670