LWM

Lyell Wealth Management Portfolio holdings

AUM $1.27B
1-Year Est. Return 23.3%
This Quarter Est. Return
1 Year Est. Return
+23.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.08M
3
+$1.34M
4
BIDU icon
Baidu
BIDU
+$609K
5
ATVI
Activision Blizzard
ATVI
+$535K

Top Sells

1
+$1.37M
2
+$1.25M
3
+$915K
4
PM icon
Philip Morris
PM
+$564K
5
SLB icon
SLB Ltd
SLB
+$536K

Sector Composition

1 Technology 19.85%
2 Financials 15.16%
3 Consumer Discretionary 13.79%
4 Industrials 12.32%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 1.47%
36,180
+840
27
$3.69M 1.46%
19,807
-135
28
$3.51M 1.4%
18,706
+790
29
$3.51M 1.39%
47,735
+1,735
30
$3.38M 1.34%
52,280
+550
31
$3.15M 1.25%
91,790
+1,028
32
$3.15M 1.25%
16,587
+360
33
$3.09M 1.23%
49,202
-1,780
34
$3M 1.19%
12,007
+700
35
$3M 1.19%
1,724
-203
36
$2.88M 1.15%
52,157
+3,195
37
$2.86M 1.13%
45,115
+8,445
38
$2.79M 1.11%
53,400
+3,000
39
$2.79M 1.11%
24,487
+2,790
40
$2.74M 1.09%
59,283
+6,405
41
$2.62M 1.04%
+30,100
42
$2.49M 0.99%
515,000
+87,600
43
$2.38M 0.95%
96,168
+3,255
44
$2.35M 0.93%
19,278
+810
45
$2.33M 0.93%
93,403
+375
46
$2.3M 0.91%
13,205
-200
47
$2.23M 0.89%
10,505
+1,074
48
$2.19M 0.87%
38,080
-825
49
$2.14M 0.85%
34,919
-5,061
50
$2.12M 0.84%
20,299
-1,910
1
2
3 4 5