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
$437M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$21.9M
3
+$18.5M
4
AMZN icon
Amazon
AMZN
+$15.4M
5
QCOM icon
Qualcomm
QCOM
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.9%
2 Financials 14.99%
3 Healthcare 14.46%
4 Consumer Discretionary 11.79%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$880K 0.2%
+15,343
52
$865K 0.2%
+7,149
53
$860K 0.2%
+17,325
54
$832K 0.19%
+7,497
55
$813K 0.19%
+2,462
56
$811K 0.19%
+3,280
57
$807K 0.18%
+3,800
58
$803K 0.18%
+34,513
59
$721K 0.17%
+5,500
60
$605K 0.14%
+5,050
61
$541K 0.12%
+1,302
62
$528K 0.12%
+6,967
63
$486K 0.11%
+2,180
64
$465K 0.11%
+1,624
65
$403K 0.09%
+7,918
66
$396K 0.09%
+2,444
67
$388K 0.09%
+2,832
68
$385K 0.09%
+4,667
69
$351K 0.08%
+2,095
70
$320K 0.07%
+2,095
71
$280K 0.06%
+717
72
$272K 0.06%
+1,299
73
$260K 0.06%
+2,328
74
$250K 0.06%
+1,900
75
$243K 0.06%
+2,583
1 2
3
4 5