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
$365M
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$9.22M
2
+$8.1M
3
+$5.92M
4
BLK icon
Blackrock
BLK
+$5.64M
5
NVO icon
Novo Nordisk
NVO
+$5.6M

Top Sells

1
+$70.7M
2
+$6.92M
3
+$1.91M
4
COST icon
Costco
COST
+$186K
5
ASML icon
ASML
ASML
+$176K

Sector Composition

1 Technology 29.23%
2 Healthcare 19.04%
3 Financials 12.04%
4 Communication Services 9.56%
5 Consumer Discretionary 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.96M 1.91%
13,758
+20
27
$6.75M 1.85%
63,709
+55,905
28
$6.73M 1.85%
23,756
+222
29
$6.34M 1.74%
15,877
-19
30
$6.19M 1.7%
16,394
+218
31
$6M 1.65%
53,136
+665
32
$5.86M 1.61%
71,809
+604
33
$5.64M 1.55%
+8,726
34
$5.6M 1.54%
+61,612
35
$5.24M 1.44%
30,900
-37
36
$5.22M 1.43%
57,187
-111
37
$3.72M 1.02%
34,737
38
$3.04M 0.83%
11,114
+75
39
$2.69M 0.74%
23,984
-36
40
$2.02M 0.55%
15,340
41
$1.9M 0.52%
2,308
42
$1.81M 0.5%
25,867
-279
43
$1.42M 0.39%
12,803
-25
44
$1.34M 0.37%
3,829
-20
45
$1.18M 0.32%
23,098
+210
46
$1.08M 0.3%
9,564
+1
47
$914K 0.25%
17,160
48
$861K 0.24%
3,269
49
$848K 0.23%
68,309
-153,762
50
$702K 0.19%
13,372
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