GWM

Greenwich Wealth Management Portfolio holdings

AUM $2.06B
1-Year Est. Return 48.15%
This Quarter Est. Return
1 Year Est. Return
+48.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$492M
2
+$52.8M
3
+$27.6M
4
MSFT icon
Microsoft
MSFT
+$20.8M
5
VLO icon
Valero Energy
VLO
+$19.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.97%
2 Energy 13.37%
3 Technology 11.64%
4 Healthcare 5.14%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.8M 0.87%
+50,704
27
$11.7M 0.87%
+244,948
28
$11.5M 0.85%
+220,100
29
$11.2M 0.83%
+423,311
30
$11M 0.82%
+300,300
31
$10.9M 0.8%
+500,000
32
$10.8M 0.8%
+270,000
33
$10.6M 0.79%
+150,000
34
$10.4M 0.77%
+429,225
35
$10.2M 0.75%
+322,200
36
$10.1M 0.74%
+710,948
37
$9.66M 0.71%
+148,799
38
$9.59M 0.71%
+440,748
39
$9.11M 0.67%
+300,000
40
$8.89M 0.66%
+234,100
41
$8.76M 0.65%
+428,571
42
$8.56M 0.63%
+420,000
43
$8.56M 0.63%
+300,000
44
$8.22M 0.61%
+751,800
45
$8.16M 0.6%
+180,000
46
$7.92M 0.59%
+158,898
47
$7.74M 0.57%
+1,327,000
48
$7.6M 0.56%
+312,135
49
$7.37M 0.55%
+356,650
50
$7.3M 0.54%
+150,000
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