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
$332M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$4.33M
3
+$4.16M
4
ZTS icon
Zoetis
ZTS
+$3.7M
5
SYK icon
Stryker
SYK
+$1.63M

Top Sells

1
+$4.13M
2
+$1.77M
3
+$1.29M
4
PFE icon
Pfizer
PFE
+$864K
5
CMA icon
Comerica
CMA
+$760K

Sector Composition

1 Technology 31.28%
2 Healthcare 12.28%
3 Financials 9.81%
4 Communication Services 9.17%
5 Consumer Discretionary 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.93M 1.49%
16,733
+1,859
27
$4.83M 1.45%
31,026
+224
28
$4.69M 1.41%
14,526
+1,449
29
$4.53M 1.37%
21,975
+7,930
30
$4.44M 1.34%
+33,963
31
$4.43M 1.33%
61,026
+11,052
32
$4.34M 1.31%
144,730
+5,480
33
$4.25M 1.28%
36,830
+275
34
$4.16M 1.26%
+15,123
35
$4.08M 1.23%
34,654
+7,539
36
$4.04M 1.22%
27,909
+9,275
37
$4.03M 1.21%
14,659
+4,648
38
$3.88M 1.17%
70,928
+825
39
$3.7M 1.12%
+32,610
40
$3.68M 1.11%
68,100
-1,860
41
$3.57M 1.08%
204,543
+15,366
42
$3.44M 1.04%
19,801
+1,120
43
$3.44M 1.04%
71,885
+3,650
44
$3.33M 1%
120,499
-16,535
45
$3.28M 0.99%
57,348
+4,698
46
$3.21M 0.97%
128,733
+4,915
47
$2.84M 0.85%
112,403
+5,150
48
$2.63M 0.79%
641,000
+42,440
49
$2.58M 0.78%
7,025
+3,261
50
$2.48M 0.75%
19,959
+2,221
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