LWM
Lyell Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+8.5%
1 Year Return
+23.3%
3 Year Return
+124.11%
5 Year Return
+163.02%
10 Year Return
–
AUM
$876M
AUM Growth
+$876M
(+6.6%)
Cap. Flow
+$17M
Cap. Flow
% of AUM
1.94%
Top 10 Holdings %
Top 10 Hldgs %
26.48%
Holding
195
New
13
Increased
85
Reduced
59
Closed
8
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
$8.97M |
| 2 |
Cloudflare
NET
|
$2.14M |
| 3 |
Unity
U
|
$1.48M |
| 4 |
Morgan Stanley
MS
|
$1.45M |
| 5 |
ASML
ASML
|
$1.44M |
Top Sells
| 1 |
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
|
$3.46M |
| 2 |
Guidewire Software
GWRE
|
$1.73M |
| 3 |
Chegg
CHGG
|
$1.58M |
| 4 |
Mastercard
MA
|
$1.49M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$1.45M |
Sector Composition
| 1 | Technology | 37.05% |
| 2 | Healthcare | 13.05% |
| 3 | Communication Services | 10.3% |
| 4 | Consumer Discretionary | 10.01% |
| 5 | Financials | 7.18% |
