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
151
$8.05K ﹤0.01%
+21
152
$8.05K ﹤0.01%
+30
153
$7.96K ﹤0.01%
+370
154
$7.56K ﹤0.01%
+38
155
$7.33K ﹤0.01%
+100
156
$7K ﹤0.01%
+60
157
$6.69K ﹤0.01%
+91
158
$6.35K ﹤0.01%
+40
159
$6.22K ﹤0.01%
+500
160
$5.82K ﹤0.01%
+189
161
$5.78K ﹤0.01%
+244
162
$5.63K ﹤0.01%
+21
163
$5.51K ﹤0.01%
+105
164
$5.14K ﹤0.01%
+110
165
$4.98K ﹤0.01%
+70
166
$4.86K ﹤0.01%
+27
167
$4.74K ﹤0.01%
+32
168
$4.72K ﹤0.01%
+20
169
$4.66K ﹤0.01%
+303
170
$4.61K ﹤0.01%
+1
171
$4.23K ﹤0.01%
+170
172
$4.11K ﹤0.01%
+8
173
$4.06K ﹤0.01%
+28
174
$4.04K ﹤0.01%
+464
175
$3.7K ﹤0.01%
+150
4 5 6
7
8