LWM

Lyell Wealth Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 24.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.74%
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 +$4.36M
2 +$4.09M
3 +$3.73M
4
ZTS icon
Zoetis
ZTS
+$3.41M
5
SYK icon
Stryker
SYK
+$1.51M

Top Sells

1 +$3.99M
2 +$1.72M
3 +$1.24M
4
PFE icon
Pfizer
PFE
+$835K
5
CMA
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
126
-6,775