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
76
$781K 0.31%
8,936
-2,169
77
$651K 0.26%
11,435
-16,070
78
$649K 0.26%
5,181
-501
79
$617K 0.25%
7,328
-4,643
80
$609K 0.24%
+2,600
81
$585K 0.23%
2,182
-489
82
$534K 0.21%
4,320
-200
83
$497K 0.2%
19,970
+2,650
84
$479K 0.19%
7,902
-325
85
$448K 0.18%
8,540
-208
86
$431K 0.17%
2,121
87
$393K 0.16%
6,080
-1,805
88
$386K 0.15%
3,882
-215
89
$376K 0.15%
+1,960
90
$362K 0.14%
7,900
91
$332K 0.13%
4,924
92
$322K 0.13%
3,807
-409
93
$292K 0.12%
3,632
94
$290K 0.12%
5,364
95
$257K 0.1%
12,173
96
$250K 0.1%
2,724
-251
97
$242K 0.1%
1,430
98
$241K 0.1%
1,758
-425
99
$236K 0.09%
7,455
-1,065
100
$224K 0.09%
+1,136
1 2 3
4
5