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
51
$2.08M 0.82%
+50,145
52
$2.01M 0.8%
52,505
-1,520
53
$1.68M 0.67%
14,345
-865
54
$1.67M 0.66%
66,137
+7,975
55
$1.67M 0.66%
66,493
+9,150
56
$1.64M 0.65%
46,472
+825
57
$1.53M 0.61%
4,419
-96
58
$1.53M 0.61%
22,444
-7,873
59
$1.43M 0.57%
8,252
+1,010
60
$1.34M 0.53%
+19,355
61
$1.33M 0.53%
12,330
+3,595
62
$1.27M 0.5%
15,143
-5,798
63
$1.22M 0.48%
16,077
+5,370
64
$1.06M 0.42%
12,772
-580
65
$1.05M 0.42%
7,339
+929
66
$1.05M 0.42%
14,590
+1,625
67
$1.01M 0.4%
8,502
+358
68
$961K 0.38%
4,846
69
$869K 0.35%
8,230
+2,160
70
$840K 0.33%
14,277
+5,555
71
$821K 0.33%
39,000
-5,900
72
$818K 0.32%
16,718
+8,810
73
$804K 0.32%
5,756
-300
74
$787K 0.31%
9,268
+2,413
75
$785K 0.31%
9,900
+6,715
1 2
3
4 5