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
$300M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.74M
3
+$3.23M
4
VZ icon
Verizon
VZ
+$3.11M
5
SYK icon
Stryker
SYK
+$2.78M

Top Sells

1
+$3.26M
2
+$2.38M
3
+$2.17M
4
STI
SunTrust Banks, Inc.
STI
+$1.54M
5
DHI icon
D.R. Horton
DHI
+$1.12M

Sector Composition

1 Technology 29.84%
2 Financials 10.13%
3 Healthcare 10.1%
4 Consumer Discretionary 9.15%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 4.99%
77,527
+25
2
$14M 4.68%
346,494
+1,692
3
$9.72M 3.24%
100,000
4
$8.5M 2.84%
95,440
+12,420
5
$7.19M 2.4%
60,989
+2,434
6
$6.8M 2.27%
65,506
+2,071
7
$6.68M 2.23%
17,505
+649
8
$6.63M 2.21%
139,576
+6,344
9
$6.53M 2.18%
39,173
-1,429
10
$6.33M 2.11%
107,600
+3,740
11
$6.19M 2.07%
39,080
+3,692
12
$6.07M 2.03%
23,215
+587
13
$5.94M 1.98%
58,711
+1,625
14
$5.65M 1.89%
44,550
+1,753
15
$5.33M 1.78%
29,206
+4,330
16
$5.2M 1.73%
18,971
+708
17
$5.18M 1.73%
21,390
+1,035
18
$5.14M 1.71%
45,248
-3,487
19
$5.05M 1.69%
183,073
-7,210
20
$5.05M 1.69%
26,541
+1,995
21
$4.95M 1.65%
58,575
+5,755
22
$4.86M 1.62%
30,587
+665
23
$4.84M 1.62%
30,989
+2,614
24
$4.82M 1.61%
25,133
+1,442
25
$4.71M 1.57%
30,802
+487
1
2 3 4 5