LWM
Lyell Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+9.08%
1 Year Return
+23.3%
3 Year Return
+124.11%
5 Year Return
+163.02%
10 Year Return
–
AUM
$297M
AUM Growth
+$297M
(+8.6%)
Cap. Flow
+$1.21M
Cap. Flow
% of AUM
0.41%
Top 10 Holdings %
Top 10 Hldgs %
27.8%
Holding
124
New
14
Increased
43
Reduced
46
Closed
5
Top Buys
| 1 |
EOG Resources
EOG
|
$1.38M |
| 2 |
Shopify
SHOP
|
$1.3M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
$815K |
| 4 |
Amgen
AMGN
|
$801K |
| 5 |
CSX Corp
CSX
|
$759K |
Top Sells
| 1 |
JD.com
JD
|
$2.16M |
| 2 |
Workday
WDAY
|
$1.52M |
| 3 |
Baidu
BIDU
|
$1.52M |
| 4 |
Palo Alto Networks
PANW
|
$1.43M |
| 5 |
Starbucks
SBUX
|
$897K |
Sector Composition
| 1 | Technology | 25.79% |
| 2 | Financials | 13.58% |
| 3 | Industrials | 11.24% |
| 4 | Consumer Discretionary | 10.44% |
| 5 | Healthcare | 9.68% |
