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
$85M
AUM Growth
-$9.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$760K
2 +$424K
3 +$381K
4
ARCC icon
Ares Capital
ARCC
+$374K
5
OCSL icon
Oaktree Specialty Lending
OCSL
+$293K

Top Sells

1 +$2.91M
2 +$1.22M
3 +$845K
4
PMT
PennyMac Mortgage Investment
PMT
+$819K
5
AB icon
AllianceBernstein
AB
+$648K

Sector Composition

1 Financials 43.33%
2 Real Estate 38.94%
3 Energy 6.67%
4 Industrials 1.63%
5 Technology 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$38K 0.04%
41,980
+5,635
52
-6,010