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
$211M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$698K
2 +$410K
3 +$335K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$334K
5
TMO icon
Thermo Fisher Scientific
TMO
+$290K

Top Sells

1 +$235K
2 +$198K
3 +$125K
4
LLY icon
Eli Lilly
LLY
+$82.5K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$69.2K

Sector Composition

1 Technology 19.61%
2 Financials 14.03%
3 Healthcare 11.67%
4 Industrials 10.72%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$283K 0.13%
5,438
-192
52
$236K 0.11%
15,615
53
$221K 0.1%
+4,225
54
-925