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
$509M
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$6.57M
3
+$5.7M
4
TMUS icon
T-Mobile US
TMUS
+$5.38M
5
XOM icon
Exxon Mobil
XOM
+$4.13M

Top Sells

1
+$5.73M
2
+$5.39M
3
+$2.35M
4
ACN icon
Accenture
ACN
+$1.97M
5
PFE icon
Pfizer
PFE
+$1.94M

Sector Composition

1 Technology 36.62%
2 Materials 11.95%
3 Healthcare 11.51%
4 Financials 7.3%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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