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
26
$8.08M 1.85%
+413,045
27
$8.03M 1.84%
+77,050
28
$7.8M 1.79%
+23,139
29
$7.57M 1.73%
+48,599
30
$7.22M 1.65%
+22,611
31
$6.81M 1.56%
+17,101
32
$6.16M 1.41%
+24,775
33
$5.66M 1.3%
+20,209
34
$5.53M 1.27%
+327,260
35
$5.48M 1.26%
+60,282
36
$4.68M 1.07%
+36,903
37
$4.26M 0.98%
+14,336
38
$4.23M 0.97%
+6,338
39
$3.38M 0.77%
+123,720
40
$2.39M 0.55%
+29,112
41
$2.18M 0.5%
+15,640
42
$1.7M 0.39%
+8,862
43
$1.61M 0.37%
+2,305
44
$1.39M 0.32%
+2,720
45
$1.37M 0.31%
+3,894
46
$1.37M 0.31%
+7,408
47
$1.18M 0.27%
+2,850
48
$1.11M 0.25%
+43,898
49
$1.07M 0.24%
+14,248
50
$923K 0.21%
+60,706
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