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
76
$2.86M 0.32%
61,285
77
$2.68M 0.3%
61,121
78
$2.57M 0.29%
123,750
79
$2.51M 0.28%
26,622
80
$2.35M 0.27%
160,473
81
$2.32M 0.26%
18,689
+2,098
82
$2.24M 0.25%
22,872
+300
83
$2.19M 0.25%
148,816
84
$2.13M 0.24%
754
85
$1.97M 0.22%
263,700
86
$1.94M 0.22%
62,422
87
$1.92M 0.22%
31,692
-8
88
$1.92M 0.22%
27,662
-6
89
$1.9M 0.21%
15,000
90
$1.63M 0.18%
20,247
+115
91
$1.61M 0.18%
23,600
92
$1.58M 0.18%
32,580
+11,174
93
$1.55M 0.18%
10,083
+2,921
94
$1.53M 0.17%
53,497
95
$1.5M 0.17%
69,292
96
$1.45M 0.16%
90,004
97
$1.43M 0.16%
12,667
98
$1.4M 0.16%
86,374
-10
99
$1.22M 0.14%
15,750
+4,342
100
$1.13M 0.13%
28,125
2 3
4
5 6