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
151
$288K 0.03%
4,675
152
$275K 0.03%
+1,331
153
$267K 0.03%
5,710
+324
154
$254K 0.03%
2,231
-30
155
$235K 0.03%
+3,243
156
$229K 0.03%
2,100
157
$224K 0.03%
3,476
158
$221K 0.03%
22,000
+3,750
159
$220K 0.02%
1,730
-10
160
$216K 0.02%
2,143
-711
161
$208K 0.02%
+5,650
162
$208K 0.02%
+9,228
163
$208K 0.02%
+20,650
164
$200K 0.02%
2,935
-5
165
$195K 0.02%
+15,545
166
$179K 0.02%
+1,965
167
$152K 0.02%
116,666
168
$123K 0.01%
+18,000
169
$103K 0.01%
3,253
170
$76K 0.01%
21,501
-132
171
$47K 0.01%
368
172
$45K 0.01%
10,734
173
$15K ﹤0.01%
+14,200
174
$7K ﹤0.01%
50
175
– –
-450,300
4 5 6
7
8