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
$347M
AUM Growth
-$90M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$3.13M
3
+$2.61M
4
LHX icon
L3Harris
LHX
+$2.01M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$557K

Top Sells

1
+$7.91M
2
+$6.35M
3
+$4.26M
4
JPM icon
JPMorgan Chase
JPM
+$3.21M
5
MS icon
Morgan Stanley
MS
+$2.73M

Sector Composition

1 Technology 27.42%
2 Healthcare 17.14%
3 Financials 13.56%
4 Consumer Discretionary 11%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.38M 1.84%
149,743
-7,599
27
$6.34M 1.83%
16,450
-651
28
$6.26M 1.8%
201,081
-8,120
29
$5.81M 1.67%
20,920
-2,219
30
$5.8M 1.67%
393,775
-19,270
31
$5.53M 1.59%
72,727
-35,846
32
$4.25M 1.23%
55,682
-4,600
33
$3.69M 1.07%
18,533
-1,676
34
$3.53M 1.02%
41,260
+36,593
35
$3.42M 0.99%
307,545
-19,715
36
$3.36M 0.97%
36,878
-25
37
$3M 0.87%
10,022
+8,720
38
$2.83M 0.82%
5,947
-391
39
$2.65M 0.77%
29,112
40
$1.83M 0.53%
121,050
-2,670
41
$1.7M 0.49%
15,540
-100
42
$1.36M 0.39%
2,308
+3
43
$1.25M 0.36%
7,408
44
$1.05M 0.3%
3,864
-30
45
$877K 0.25%
35,160
-8,738
46
$830K 0.24%
2,825
-25
47
$826K 0.24%
14,232
-16
48
$810K 0.23%
3,280
49
$702K 0.2%
17,325
50
$672K 0.19%
7,487
-10
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