LWM

Lyell Wealth Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 26.99%
This Quarter Est. Return
1 Year Est. Return
+26.99%
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
201
– –
-3,855
202
– –
-567
203
– –
-825
204
– –
-12,272
205
– –
-1,050
206
– –
-767
207
– –
-13,641
5 6 7 8
9