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
76
$667K 0.25%
26,920
+6,950
77
$666K 0.25%
7,847
-1,089
78
$664K 0.25%
+27,104
79
$654K 0.24%
7,329
-12,970
80
$617K 0.23%
2,090
+130
81
$558K 0.21%
2,113
-69
82
$541K 0.2%
4,300
-20
83
$428K 0.16%
6,558
-770
84
$428K 0.16%
7,940
-600
85
$405K 0.15%
4,337
+455
86
$391K 0.14%
5,880
-200
87
$375K 0.14%
7,157
-745
88
$361K 0.13%
+16,400
89
$356K 0.13%
4,924
90
$346K 0.13%
7,900
91
$322K 0.12%
1,921
-200
92
$309K 0.11%
+4,010
93
$298K 0.11%
5,684
+320
94
$295K 0.11%
3,807
95
$278K 0.1%
3,509
-123
96
$270K 0.1%
5,130
-6,305
97
$255K 0.09%
+1,894
98
$246K 0.09%
3,109
+385
99
$236K 0.09%
+5,368
100
$220K 0.08%
1,620
-19
1 2 3
4
5