CJL

Cyrus J. Lawrence Portfolio holdings

AUM $26.4M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$21.9M
3
+$18.5M
4
AMZN icon
Amazon
AMZN
+$15.4M
5
QCOM icon
Qualcomm
QCOM
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.9%
2 Financials 14.99%
3 Healthcare 14.46%
4 Consumer Discretionary 11.79%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K ﹤0.01%
+192
227
$7K ﹤0.01%
+3,100
228
$7K ﹤0.01%
+650
229
$7K ﹤0.01%
+1,000
230
$7K ﹤0.01%
+459
231
$6K ﹤0.01%
+25
232
$6K ﹤0.01%
+111
233
$6K ﹤0.01%
+81
234
$6K ﹤0.01%
+80
235
$6K ﹤0.01%
+125
236
$5K ﹤0.01%
+1,000
237
$5K ﹤0.01%
+19
238
$5K ﹤0.01%
+100
239
$5K ﹤0.01%
+350
240
$5K ﹤0.01%
+75
241
$5K ﹤0.01%
+125
242
$4K ﹤0.01%
+50
243
$4K ﹤0.01%
+34
244
$4K ﹤0.01%
+56
245
$4K ﹤0.01%
+407
246
$3K ﹤0.01%
+338
247
$3K ﹤0.01%
+40
248
$3K ﹤0.01%
+50
249
$3K ﹤0.01%
+285
250
$3K ﹤0.01%
+85
7 8 9
10
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