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
$451M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$21.1M
3
+$18.1M
4
AMZN icon
Amazon
AMZN
+$17.4M
5
LLY icon
Eli Lilly
LLY
+$16.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 36.01%
2 Healthcare 15.88%
3 Financials 13.93%
4 Consumer Discretionary 10.24%
5 Communication Services 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.1M 1.8%
+15,488
27
$7.92M 1.76%
+27,183
28
$7.86M 1.74%
+15,885
29
$7.8M 1.73%
+13,416
30
$7.58M 1.68%
+60,388
31
$7.49M 1.66%
+117,267
32
$7.34M 1.63%
+133,848
33
$7.13M 1.58%
+33,486
34
$7.08M 1.57%
+8,488
35
$6.78M 1.5%
+71,987
36
$6.22M 1.38%
+134,496
37
$5.73M 1.27%
+13,719
38
$3.63M 0.8%
+27,490
39
$3.13M 0.69%
+34,275
40
$2.34M 0.52%
+15,400
41
$2.22M 0.49%
+2,308
42
$2.17M 0.48%
+12,803
43
$1.72M 0.38%
+28,560
44
$1.61M 0.36%
+3,829
45
$1.36M 0.3%
+1,400
46
$1.22M 0.27%
+9,564
47
$1.19M 0.26%
+13,677
48
$988K 0.22%
+6,248
49
$921K 0.2%
+3,269
50
$862K 0.19%
+3,560
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