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
$347M
AUM Growth
-$90M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$3.13M
3
+$2.61M
4
LHX icon
L3Harris
LHX
+$2.01M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$557K

Top Sells

1
+$7.91M
2
+$6.35M
3
+$4.26M
4
JPM icon
JPMorgan Chase
JPM
+$3.21M
5
MS icon
Morgan Stanley
MS
+$2.73M

Sector Composition

1 Technology 27.42%
2 Healthcare 17.14%
3 Financials 13.56%
4 Consumer Discretionary 11%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$641K 0.18%
49,483
-11,223
52
$629K 0.18%
5,500
53
$627K 0.18%
3,800
54
$558K 0.16%
6,967
55
$557K 0.16%
+3,880
56
$543K 0.16%
3,973
-4,889
57
$527K 0.15%
1,624
58
$518K 0.15%
25,748
-8,765
59
$402K 0.12%
7,918
60
$382K 0.11%
2,180
61
$374K 0.11%
2,444
62
$349K 0.1%
2,095
63
$294K 0.08%
2,045
-50
64
$271K 0.08%
912
-1,550
65
$258K 0.07%
2,346
-4,803
66
$257K 0.07%
2,718
-114
67
$255K 0.07%
2,583
68
$250K 0.07%
2,328
69
$237K 0.07%
1,299
70
$234K 0.07%
5,250
71
$224K 0.06%
717
72
$210K 0.06%
1,484
-18
73
$205K 0.06%
1,725
74
$203K 0.06%
1,900
75
$203K 0.06%
3,550
1 2
3
4 5