GWM

Graybill Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 26.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.35%
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 +$974K
2 +$634K
3 +$534K
4
MSFT icon
Microsoft
MSFT
+$421K
5
LLY icon
Eli Lilly
LLY
+$379K

Top Sells

1 +$684K
2 +$112K
3 +$111K
4
BLK icon
Blackrock
BLK
+$78.9K
5
OTIS icon
Otis Worldwide
OTIS
+$78.3K

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