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
$94.1M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$897K
2 +$444K
3 +$323K
4
EWBC icon
East-West Bancorp
EWBC
+$299K
5
CONE
CyrusOne Inc Common Stock
CONE
+$277K

Top Sells

1 +$744K
2 +$397K
3 +$379K
4
TD icon
Toronto Dominion Bank
TD
+$365K
5
BBDC icon
Barings BDC
BBDC
+$351K

Sector Composition

1 Financials 39.08%
2 Real Estate 39%
3 Energy 7.86%
4 Industrials 1.07%
5 Materials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-8,115
52
-3,900
53
-8,775