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
$203M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$2.75M
2 +$2.52M
3 +$150K
4
ABT icon
Abbott
ABT
+$145K
5
TMO icon
Thermo Fisher Scientific
TMO
+$108K

Top Sells

1 +$1.83M
2 +$1.38M
3 +$1.21M
4
PLD icon
Prologis
PLD
+$877K
5
KMI icon
Kinder Morgan
KMI
+$485K

Sector Composition

1 Financials 15.62%
2 Healthcare 13.54%
3 Technology 12.8%
4 Communication Services 11.31%
5 Industrials 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$266K 0.13%
17,925
52
$221K 0.11%
850
53
$46K 0.02%
+500