GIM
Greenwich Investment Management Portfolio holdings
AUM
$109M
1-Year Return
9.72%
This Quarter Return
+0.64%
1 Year Return
+9.72%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$3.39M
(+2.7%)
Cap. Flow
+$3.06M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
63.75%
Holding
52
New
8
Increased
19
Reduced
16
Closed
6
Top Buys
| 1 |
WPZ
Williams Partners L.P.
WPZ
|
$2.74M |
| 2 |
CBL
CBL& Associates Properties, Inc.
CBL
|
$2.34M |
| 3 |
The GEO Group
GEO
|
$1.66M |
| 4 |
Oneok
OKE
|
$1.55M |
| 5 |
Westwood Holdings Group
WHG
|
$1.49M |
Top Sells
Sector Composition
| 1 | Real Estate | 39.04% |
| 2 | Financials | 33.8% |
| 3 | Energy | 12.65% |
| 4 | Industrials | 1.28% |
| 5 | Utilities | 1.01% |