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
$990M
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.76M
3
+$1.3M
4
CSCO icon
Cisco
CSCO
+$774K
5
XCO
Exco Resources
XCO
+$564K

Top Sells

1
+$552M
2
+$5.23M
3
+$4.66M
4
PIPR icon
Piper Sandler
PIPR
+$4.34M
5
NYX
NYSE EURONEXT INC
NYX
+$3.01M

Sector Composition

1 Energy 20.22%
2 Technology 18.51%
3 Financials 18.29%
4 Industrials 8.65%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.43M 0.75%
150,245
52
$7.33M 0.74%
420,000
53
$7.29M 0.74%
183,431
54
$7.2M 0.73%
285,714
55
$6.89M 0.7%
103,240
56
$6.81M 0.69%
172,200
-109,800
57
$6.53M 0.66%
500,000
58
$6.52M 0.66%
150,150
59
$6.12M 0.62%
60,439
60
$6.08M 0.61%
343,600
-187
61
$6M 0.61%
87,412
62
$5.93M 0.6%
200,000
63
$5.81M 0.59%
208,218
64
$5.42M 0.55%
60,000
65
$5M 0.51%
260,000
66
$4.81M 0.49%
12,000,000
67
$4.57M 0.46%
59,250
68
$4.42M 0.45%
+100,023
69
$4.34M 0.44%
712,568
-363,820
70
$4.28M 0.43%
61,632
71
$4.17M 0.42%
813
72
$4.05M 0.41%
330,129
73
$4.05M 0.41%
100,100
74
$4.05M 0.41%
100,000
75
$4M 0.4%
301,539
-261
1 2
3
4 5