LWM

Lyell Wealth Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 26.99%
This Quarter Est. Return
1 Year Est. Return
+26.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.04M
3
+$2.81M
4
VRT icon
Vertiv
VRT
+$2.78M
5
TOL icon
Toll Brothers
TOL
+$2.28M

Top Sells

1
+$2.52M
2
+$2.34M
3
+$2.24M
4
NOC icon
Northrop Grumman
NOC
+$1.83M
5
SLB icon
SLB Ltd
SLB
+$1.2M

Sector Composition

1 Technology 35.97%
2 Healthcare 9.38%
3 Communication Services 9.2%
4 Consumer Discretionary 8.62%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.5M 1.17%
190,069
+22,012
27
$12.4M 1.16%
53,645
+119
28
$12.2M 1.14%
42,368
+2,927
29
$12.2M 1.14%
47,982
+3,198
30
$12.1M 1.13%
103,371
+7,071
31
$11.8M 1.11%
35,918
+516
32
$11.1M 1.04%
67,376
+405
33
$11M 1.02%
51,755
+586
34
$10.8M 1%
19,217
-1,295
35
$10.7M 1%
64,755
+2,802
36
$9.56M 0.89%
83,285
-2,620
37
$9.43M 0.88%
22,465
+1,342
38
$9.42M 0.88%
389,449
+25,528
39
$9.32M 0.87%
90,737
+2,372
40
$9.29M 0.87%
16,940
+1,362
41
$9.13M 0.85%
104,013
+9,867
42
$8.96M 0.84%
354,738
+23,720
43
$8.88M 0.83%
353,095
-17,941
44
$8.87M 0.83%
60,685
+2,955
45
$8.82M 0.82%
364,517
+23,245
46
$8.73M 0.82%
36,001
+6,024
47
$8.31M 0.78%
57,962
+2,510
48
$8.12M 0.76%
30,443
+2,836
49
$8.02M 0.75%
346,703
+19,125
50
$7.98M 0.75%
60,128
+2,690
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