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
$462K
AUM Growth
-$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$8.22K
2
+$7.15K
3
+$3.77K
4
SYK icon
Stryker
SYK
+$3.31K
5
ORCL icon
Oracle
ORCL
+$929

Top Sells

1
+$3.03M
2
+$564K
3
+$77K
4
NOC icon
Northrop Grumman
NOC
+$18K
5
VTV icon
Vanguard Value ETF
VTV
+$14K

Sector Composition

1 Healthcare 35.4%
2 Technology 22.91%
3 Financials 9.51%
4 Consumer Discretionary 8.38%
5 Communication Services 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.79K 1.47%
35,281
-442
27
$6.68K 1.45%
136,112
-64,496
28
$6.62K 1.43%
52,471
+948
29
$6.55K 1.42%
16,176
+200
30
$6.29K 1.36%
13,723
+216
31
$6.08K 1.32%
71,205
+349
32
$5.76K 1.25%
58,803
+313
33
$5.73K 1.24%
30,937
+609
34
$5.67K 1.23%
57,298
+851
35
$3.37K 0.73%
11,039
+10,839
36
$3.36K 0.73%
222,071
-7,131
37
$3.23K 0.7%
34,737
-188
38
$1.9K 0.41%
6,607
39
$1.85K 0.4%
15,340
40
$1.81K 0.39%
26,146
-89,833
41
$1.66K 0.36%
2,308
42
$1.53K 0.33%
12,828
-44,555
43
$1.12K 0.24%
22,888
+218
44
$1.01K 0.22%
1,400
45
$975 0.21%
3,269
46
$940 0.2%
9,563
-73,654
47
$929 0.2%
+7,804
48
$899 0.19%
17,160
-75
49
$835 0.18%
24,020
+23,911
50
$810 0.18%
13,372
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