GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
This Quarter Return
+1.99%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$1.35B
AUM Growth
–
Cap. Flow
+$1.35B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.25%
Holding
149
New
149
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$492M |
| 2 |
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
|
$52.8M |
| 3 |
Freeport-McMoran
FCX
|
$27.6M |
| 4 |
Microsoft
MSFT
|
$20.8M |
| 5 |
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% |
