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
$777M
AUM Growth
-$99.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.99M
3
+$3.74M
4
MS icon
Morgan Stanley
MS
+$3.41M
5
SLB icon
SLB Ltd
SLB
+$3M

Top Sells

1
+$3.01M
2
+$2.89M
3
+$2.83M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.29M
5
ATVI
Activision Blizzard
ATVI
+$2.01M

Sector Composition

1 Technology 35.02%
2 Healthcare 13.01%
3 Communication Services 10.03%
4 Consumer Discretionary 9.69%
5 Financials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$411K 0.05%
6,590
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152
$409K 0.05%
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153
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23,679
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154
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770
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155
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156
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159
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160
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161
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163
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164
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165
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166
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167
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169
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172
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173
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3,785
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174
$285K 0.04%
5,290
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175
$279K 0.04%
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5 6
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