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
$196M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$988K
2 +$729K
3 +$539K
4
MSFT icon
Microsoft
MSFT
+$476K
5
LLY icon
Eli Lilly
LLY
+$386K

Top Sells

1 +$780K
2 +$121K
3 +$115K
4
OTIS icon
Otis Worldwide
OTIS
+$79.8K
5
BLK icon
Blackrock
BLK
+$74.9K

Sector Composition

1 Technology 18.58%
2 Financials 14.13%
3 Healthcare 12.19%
4 Industrials 10.44%
5 Communication Services 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$197K 0.1%
15,615
-35