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
26
$6.52M 1.28%
22,940
-517
27
$6.49M 1.28%
16,175
-275
28
$6.01M 1.18%
57,488
-256
29
$5.7M 1.12%
+14,715
30
$5.66M 1.11%
71,627
-1,100
31
$5.42M 1.07%
20,104
-2,180
32
$5.38M 1.06%
+40,115
33
$4.71M 0.93%
34,680
-5,578
34
$4.66M 0.92%
55,332
-350
35
$3.91M 0.77%
18,171
-362
36
$3.68M 0.72%
345,879
-47,896
37
$3.38M 0.67%
302,232
-5,313
38
$3.29M 0.65%
9,854
-168
39
$3.04M 0.6%
36,313
-565
40
$2.48M 0.49%
28,832
-280
41
$1.59M 0.31%
2,308
42
$1.49M 0.29%
15,540
43
$1.04M 0.2%
7,168
-240
44
$1.03M 0.2%
3,864
45
$756K 0.15%
3,280
46
$745K 0.15%
17,235
-90
47
$740K 0.15%
2,825
48
$679K 0.13%
14,232
49
$677K 0.13%
22,430
-178,651
50
$599K 0.12%
7,427
-60
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2
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