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
126
$17.3K 0.01%
+100
127
$16.8K 0.01%
+25
128
$16K 0.01%
+299
129
$15K 0.01%
+49
130
$14.4K ﹤0.01%
+80
131
$14.2K ﹤0.01%
+503
132
$13.8K ﹤0.01%
+229
133
$13.6K ﹤0.01%
+100
134
$13.2K ﹤0.01%
+235
135
$12.8K ﹤0.01%
+150
136
$12.7K ﹤0.01%
+121
137
$12K ﹤0.01%
+300
138
$11.7K ﹤0.01%
+36
139
$11.1K ﹤0.01%
+500
140
$10.9K ﹤0.01%
+300
141
$10.7K ﹤0.01%
+21
142
$10.6K ﹤0.01%
+356
143
$9.79K ﹤0.01%
+150
144
$9.46K ﹤0.01%
+250
145
$9.45K ﹤0.01%
+130
146
$9.4K ﹤0.01%
+55
147
$9.33K ﹤0.01%
+40
148
$9K ﹤0.01%
+30
149
$8.97K ﹤0.01%
+120
150
$8.45K ﹤0.01%
+108
4 5
6
7 8