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
$270M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$1.12M
3
+$750K
4
EPD icon
Enterprise Products Partners
EPD
+$664K
5
BIDU icon
Baidu
BIDU
+$582K

Top Sells

1
+$1.72M
2
+$1.68M
3
+$1.22M
4
CELG
Celgene Corp
CELG
+$1.16M
5
KKR icon
KKR & Co
KKR
+$821K

Sector Composition

1 Technology 23.34%
2 Financials 14.01%
3 Consumer Discretionary 13.06%
4 Industrials 11.85%
5 Healthcare 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4M 1.48%
92,540
-3,015
27
$3.99M 1.48%
48,540
+805
28
$3.97M 1.47%
22,251
+1,019
29
$3.96M 1.46%
21,010
+1,203
30
$3.86M 1.43%
52,842
+685
31
$3.62M 1.34%
53,180
+900
32
$3.57M 1.32%
23,320
+760
33
$3.56M 1.32%
17,227
+640
34
$3.29M 1.22%
1,582
-142
35
$3.29M 1.22%
48,500
+3,385
36
$3.27M 1.21%
49,052
-150
37
$3.27M 1.21%
62,693
+3,410
38
$3.26M 1.21%
96,843
+5,053
39
$3.24M 1.2%
27,050
+2,563
40
$3.21M 1.19%
33,325
+3,225
41
$3.16M 1.17%
545,800
+30,800
42
$3.11M 1.15%
12,940
+933
43
$2.73M 1.01%
19,818
+540
44
$2.63M 0.97%
50,880
-2,520
45
$2.6M 0.96%
106,218
+10,050
46
$2.45M 0.91%
10,649
+144
47
$2.39M 0.89%
55,816
+3,311
48
$2.37M 0.88%
96,653
+3,250
49
$2.29M 0.85%
13,455
+250
50
$2.25M 0.83%
55,495
+5,350
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2
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