LWM
Lyell Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+12.81%
1 Year Return
+23.3%
3 Year Return
+124.11%
5 Year Return
+163.02%
10 Year Return
–
AUM
$626M
AUM Growth
+$626M
(+17%)
Cap. Flow
+$36.6M
Cap. Flow
% of AUM
5.84%
Top 10 Holdings %
Top 10 Hldgs %
26.88%
Holding
163
New
27
Increased
88
Reduced
29
Closed
5
Top Buys
| 1 |
Workday
WDAY
|
$4.89M |
| 2 |
Union Pacific
UNP
|
$2.96M |
| 3 |
iShares MSCI Japan ETF
EWJ
|
$2.93M |
| 4 |
ASML
ASML
|
$2.4M |
| 5 |
Blackrock
BLK
|
$2.24M |
Top Sells
| 1 |
Guidewire Software
GWRE
|
$5.65M |
| 2 |
Bank of America
BAC
|
$3.28M |
| 3 |
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
|
$2.36M |
| 4 |
Northrop Grumman
NOC
|
$1.36M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$1.3M |
Sector Composition
| 1 | Technology | 37.65% |
| 2 | Healthcare | 13.1% |
| 3 | Communication Services | 9.84% |
| 4 | Consumer Discretionary | 8.81% |
| 5 | Financials | 7.97% |
