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
$205M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$4.13M
2 +$951K
3 +$747K
4
FISV
Fiserv Inc
FISV
+$735K
5
SO icon
Southern Company
SO
+$518K

Top Sells

1 +$3.91M
2 +$3.84M
3 +$3.6M
4
LNG icon
Cheniere Energy
LNG
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.25M

Sector Composition

1 Technology 18.41%
2 Financials 14.17%
3 Healthcare 12.32%
4 Communication Services 10.45%
5 Industrials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-65,073
52
-10,689