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
$136M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$3.39M
3 +$3.02M
4
V icon
Visa
V
+$2.45M
5
ADP icon
Automatic Data Processing
ADP
+$2.25M

Top Sells

1 +$3.06M
2 +$2.2M
3 +$2.05M
4
KMX icon
CarMax
KMX
+$1.24M
5
PFE icon
Pfizer
PFE
+$1.22M

Sector Composition

1 Financials 15.94%
2 Healthcare 14.11%
3 Technology 13.49%
4 Communication Services 11.38%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$134K 0.1%
11,800
52
$98K 0.07%
14,200
53
-92,052
54
-39,656
55
-80,000