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
$344M
AUM Growth
+$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.68M
3
+$3.05M
4
TMUS icon
T-Mobile US
TMUS
+$2.8M
5
F icon
Ford
F
+$2.03M

Top Sells

1
+$6.17M
2
+$6.13M
3
+$6.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.64M
5
NEE icon
NextEra Energy
NEE
+$854K

Sector Composition

1 Technology 28.14%
2 Healthcare 15.53%
3 Financials 12.21%
4 Consumer Discretionary 9.72%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.94M 2.02%
35,723
-625
27
$6.88M 2%
168,829
-2,931
28
$6.76M 1.97%
46,121
-872
29
$6.71M 1.95%
23,377
-52
30
$6.6M 1.92%
15,976
+133
31
$6.22M 1.81%
70,856
-316
32
$6.02M 1.75%
13,507
+56
33
$5.88M 1.71%
56,447
+1,404
34
$5.82M 1.69%
+51,523
35
$5.73M 1.67%
58,490
+58,024
36
$5.53M 1.61%
30,328
+103
37
$3.07M 0.89%
34,925
-981
38
$3.03M 0.88%
28,482
-347
39
$2.89M 0.84%
229,202
+161,335
40
$1.9M 0.55%
2,308
41
$1.59M 0.46%
15,340
-200
42
$1.4M 0.41%
6,607
-70
43
$1.19M 0.35%
3,849
44
$1.1M 0.32%
13,674
-250
45
$953K 0.28%
1,400
46
$914K 0.27%
3,269
47
$898K 0.26%
2,825
48
$869K 0.25%
6,493
-675
49
$847K 0.25%
17,235
50
$755K 0.22%
13,372
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