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
51
$2.24M 0.68%
22,580
-13,042
52
$2.17M 0.66%
85,764
+1,827
53
$2.15M 0.65%
24,468
+2,812
54
$1.92M 0.58%
12,461
+1,768
55
$1.82M 0.55%
71,553
-8,000
56
$1.78M 0.54%
19,108
+250
57
$1.7M 0.51%
18,326
-3,793
58
$1.67M 0.5%
9,076
-9,608
59
$1.62M 0.49%
20,893
+975
60
$1.62M 0.49%
4,447
-395
61
$1.55M 0.47%
28,206
-312
62
$1.51M 0.46%
19,285
-2,942
63
$1.42M 0.43%
11,575
-33,673
64
$1.4M 0.42%
29,615
-1,170
65
$1.27M 0.38%
5,969
-20
66
$1.27M 0.38%
3,548
+2
67
$1.19M 0.36%
635
-347
68
$1.08M 0.33%
12,868
+325
69
$1.07M 0.32%
6,493
-510
70
$1.04M 0.31%
36,000
71
$1.01M 0.31%
24,677
-21,033
72
$968K 0.29%
8,212
+100
73
$929K 0.28%
21,542
-850
74
$896K 0.27%
14,063
-3,872
75
$837K 0.25%
32,854
-1,000
1 2
3
4 5