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
$884M
AUM Growth
-$626M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$924K
2
+$543K
3
+$541K
4
MUR icon
Murphy Oil
MUR
+$528K
5
IBM icon
IBM
IBM
+$448K

Top Sells

1
+$495M
2
+$17.5M
3
+$13.9M
4
VLO icon
Valero Energy
VLO
+$9.54M
5
GS icon
Goldman Sachs
GS
+$8.89M

Sector Composition

1 Technology 23.03%
2 Energy 15.84%
3 Financials 15.74%
4 Healthcare 9.31%
5 Industrials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.2M 1.38%
201,000
+1,000
27
$12M 1.36%
500,000
28
$11.9M 1.35%
195,000
-75,000
29
$11.4M 1.29%
234,100
30
$11.1M 1.25%
354,056
-78,390
31
$10.8M 1.22%
158,898
32
$10.7M 1.21%
440,748
33
$10.3M 1.16%
501,760
+1,760
34
$9.82M 1.11%
420,000
35
$9.31M 1.05%
87,412
36
$9.24M 1.05%
180,036
-6
37
$9.03M 1.02%
172,200
38
$8.61M 0.97%
191,000
39
$8M 0.91%
285,714
40
$7.75M 0.88%
343,600
41
$7.45M 0.84%
150,000
42
$7.38M 0.84%
118,500
43
$7.12M 0.81%
150,150
44
$7.09M 0.8%
750,000
-300,000
45
$6.91M 0.78%
390,000
46
$6.71M 0.76%
195,000
-105,000
47
$6.55M 0.74%
770,044
-212,820
48
$6.47M 0.73%
150,002
49
$6.28M 0.71%
12,000,000
50
$6.12M 0.69%
100,023
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