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
$122M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$2.69M
2 +$2.12M
3 +$1.6M
4
SVC
Service Properties Trust
SVC
+$1.15M
5
URI icon
United Rentals
URI
+$1.02M

Top Sells

1 +$2.98M
2 +$2.14M
3 +$1.51M
4
WFT
Weatherford International plc
WFT
+$1.43M
5
HIG icon
Hartford Financial Services
HIG
+$1.12M

Sector Composition

1 Financials 21.01%
2 Healthcare 14.56%
3 Technology 13.1%
4 Real Estate 9.82%
5 Industrials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-57,240
52
-125,461
53
-116,319