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
51
$7.24M 0.54%
+273,464
52
$7.17M 0.53%
+118,500
53
$6.95M 0.51%
+410,000
54
$6.69M 0.5%
+161,600
55
$6.59M 0.49%
+191,000
56
$6.51M 0.48%
+150,245
57
$6.46M 0.48%
+103,040
58
$6.36M 0.47%
+200,000
59
$6.26M 0.46%
+183,431
60
$5.55M 0.41%
+87,412
61
$5.46M 0.4%
+60,380
62
$5.26M 0.39%
+200,000
63
$5.13M 0.38%
+343,600
64
$5.09M 0.38%
+150,150
65
$5.08M 0.38%
+60,000
66
$4.56M 0.34%
+207,776
67
$4.21M 0.31%
+12,000,000
68
$4.08M 0.3%
+500,000
69
$3.98M 0.29%
+100,000
70
$3.56M 0.26%
+254,600
71
$3.49M 0.26%
+59,250
72
$3.39M 0.25%
+61,632
73
$3.14M 0.23%
+814
74
$3.12M 0.23%
+60,151
75
$3.06M 0.23%
+767,808
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3
4 5