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
51
$6.02M 0.68%
185,496
+325
52
$5.65M 0.64%
205,483
53
$5.32M 0.6%
200,000
54
$5.21M 0.59%
61,261
-1,039
55
$5.12M 0.58%
301,539
56
$5.11M 0.58%
150,000
57
$5.06M 0.57%
300,000
58
$4.95M 0.56%
321,726
-300,242
59
$4.66M 0.53%
59,250
60
$4.45M 0.5%
100,100
61
$4.41M 0.5%
183,000
62
$4.27M 0.48%
50,704
63
$4.15M 0.47%
100,000
64
$4.14M 0.47%
154,700
65
$4.08M 0.46%
134,600
66
$3.98M 0.45%
330,129
67
$3.92M 0.44%
142,817
68
$3.9M 0.44%
61,632
69
$3.63M 0.41%
60,185
-6
70
$3.35M 0.38%
60,000
71
$3.34M 0.38%
234,100
72
$3.23M 0.37%
165,594
73
$3.19M 0.36%
30,249
+2,265
74
$3.02M 0.34%
71,454
75
$2.9M 0.33%
16,335
+1,434
1 2
3
4 5