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
$160M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$241K
2 +$201K
3 +$141K
4
KMX icon
CarMax
KMX
+$111K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$71.6K

Top Sells

1 +$166K
2 +$139K
3 +$114K
4
AL icon
Air Lease Corp
AL
+$110K
5
BAC icon
Bank of America
BAC
+$109K

Sector Composition

1 Financials 19.11%
2 Industrials 18.51%
3 Healthcare 11.11%
4 Energy 10.53%
5 Technology 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$251K 0.16%
6,778
-390
52
$251K 0.16%
13,590
-575
53
$241K 0.15%
+1,150
54
$231K 0.14%
10,585
-845
55
$90K 0.06%
80,000
56
-1,190