GWM

Graybill Wealth Management Portfolio holdings

AUM $306M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$2.84M
2 +$1.9M
3 +$52.4K
4
HXL icon
Hexcel
HXL
+$49.4K
5
AIG icon
American International
AIG
+$40.6K

Top Sells

1 +$2.15M
2 +$1.79M
3 +$1.55M
4
BCR
CR Bard Inc.
BCR
+$876K
5
TMO icon
Thermo Fisher Scientific
TMO
+$819K

Sector Composition

1 Financials 18.49%
2 Healthcare 15.57%
3 Technology 15.29%
4 Industrials 8.93%
5 Real Estate 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-143,310