GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
1-Year Return
48.15%
This Quarter Return
+12.74%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$990M
AUM Growth
-$406M
(-29%)
Cap. Flow
-$560M
Cap. Flow
% of AUM
-56.59%
Top 10 Holdings %
Top 10 Hldgs %
27.94%
Holding
173
New
12
Increased
39
Reduced
40
Closed
4
Top Buys
| 1 |
Allegion
ALLE
|
$4.42M |
| 2 |
Intercontinental Exchange
ICE
|
$2.76M |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$1.3M |
| 4 |
Cisco
CSCO
|
$774K |
| 5 |
XCO
Exco Resources
XCO
|
$564K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$552M |
| 2 |
ENDP
Endo International plc
ENDP
|
$5.23M |
| 3 |
Trane Technologies
TT
|
$4.66M |
| 4 |
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% |
