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
$291M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$11.5M
3
+$10.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.2M
5
RTX icon
RTX Corp
RTX
+$9.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.09%
2 Financials 13.69%
3 Industrials 11.66%
4 Healthcare 8.72%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$43.3K 0.01%
+702
102
$43.3K 0.01%
+2,000
103
$42.1K 0.01%
+1,007
104
$40.8K 0.01%
+150
105
$39.1K 0.01%
+280
106
$38K 0.01%
+600
107
$37.3K 0.01%
+180
108
$37.2K 0.01%
+192
109
$36.5K 0.01%
+1,000
110
$36.3K 0.01%
+140
111
$33.2K 0.01%
+200
112
$32.9K 0.01%
+1,275
113
$29.4K 0.01%
+247
114
$26.4K 0.01%
+240
115
$26.4K 0.01%
+1,350
116
$26.3K 0.01%
+165
117
$24.1K 0.01%
+1,000
118
$23.2K 0.01%
+100
119
$22.9K 0.01%
+137
120
$21.5K 0.01%
+636
121
$20.6K 0.01%
+665
122
$19.3K 0.01%
+44
123
$18.5K 0.01%
+277
124
$18K 0.01%
+272
125
$17.5K 0.01%
+190
3 4
5
6 7