GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
This Quarter Return
+8.25%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$565M
AUM Growth
+$565M
(+37%)
Cap. Flow
+$111M
Cap. Flow
% of AUM
19.69%
Top 10 Holdings %
Top 10 Hldgs %
52.06%
Holding
221
New
18
Increased
49
Reduced
66
Closed
10
Top Buys
| 1 |
Ashland
ASH
|
$108M |
| 2 |
Oracle
ORCL
|
$5.19M |
| 3 |
Johnson Controls International
JCI
|
$3.05M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$2.07M |
| 5 |
Charles Schwab
SCHW
|
$1.64M |
Top Sells
| 1 |
Cisco
CSCO
|
$7.87M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
$2.93M |
| 3 |
MER
MERRILL, LYNCH & CO INC
MER
|
$1.37M |
| 4 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$525K |
| 5 |
AGR
Avangrid, Inc.
AGR
|
$449K |
Sector Composition
| 1 | Materials | 21.39% |
| 2 | Financials | 17.41% |
| 3 | Technology | 13.13% |
| 4 | Energy | 10.35% |
| 5 | Real Estate | 4.06% |
