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
51
$2.15M 0.79%
33,919
-1,000
52
$2.13M 0.79%
84,787
+18,650
53
$2.04M 0.76%
35,305
-2,775
54
$1.78M 0.66%
72,693
+6,200
55
$1.71M 0.63%
14,994
+9,813
56
$1.62M 0.6%
31,108
+14,390
57
$1.58M 0.58%
9,182
+930
58
$1.55M 0.57%
23,690
+1,246
59
$1.54M 0.57%
43,997
-2,475
60
$1.43M 0.53%
13,590
+1,260
61
$1.4M 0.52%
4,084
-335
62
$1.33M 0.49%
17,847
+1,770
63
$1.25M 0.46%
20,777
+6,500
64
$1.25M 0.46%
22,360
+3,005
65
$1.17M 0.43%
14,389
+1,617
66
$1.16M 0.43%
5,205
+2,605
67
$993K 0.37%
4,979
+133
68
$980K 0.36%
7,624
+285
69
$953K 0.35%
14,130
-460
70
$850K 0.31%
8,241
+11
71
$823K 0.3%
9,383
+115
72
$815K 0.3%
10,918
-4,225
73
$776K 0.29%
9,900
74
$735K 0.27%
5,737
-19
75
$695K 0.26%
6,637
-1,865
1 2
3
4 5