GWM

Graybill Wealth Management Portfolio holdings

AUM $325M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.55M
2 +$264K
3 +$246K
4
BX icon
Blackstone
BX
+$244K
5
MSFT icon
Microsoft
MSFT
+$237K

Top Sells

1 +$3.4M
2 +$3.34M
3 +$378K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$216K
5
PLD icon
Prologis
PLD
+$122K

Sector Composition

1 Industrials 18.44%
2 Financials 17.52%
3 Healthcare 11.49%
4 Technology 11.12%
5 Real Estate 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,095
52
-22,800