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 Limited
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
-825
202
-12,272
203
-1,050
204
-767
205
-6,853
206
-1,150
207
-13,641