GIM

Greenwich Investment Management Portfolio holdings

AUM $109M
1-Year Est. Return 9.72%
This Fund
S&P 500
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 Buys

1
+$3.21M
2
+$1.08M
3
+$1.04M
4
PFSI icon
PennyMac Financial
PFSI
+$1.04M
5
CYS
CYS Investments Inc.
CYS
+$1.01M

Top Sells

1
+$4.7M
2
+$3.18M
3
+$2.74M
4
BEN icon
Franklin Resources
BEN
+$2.46M
5
GS icon
Goldman Sachs
GS
+$2.16M

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
51
– –
-55,648
1 2
3