CJL
Cyrus J. Lawrence Portfolio holdings
AUM
$26.4M
This Quarter Return
-6.53%
1 Year Return
+16.62%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$509M
AUM Growth
+$509M
(+47%)
Cap. Flow
+$58.4M
Cap. Flow
% of AUM
11.48%
Top 10 Holdings %
Top 10 Hldgs %
56.64%
Holding
263
New
5
Increased
12
Reduced
85
Closed
77
Top Buys
| 1 |
Air Products & Chemicals
APD
|
$54.7M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$11.7M |
| 3 |
Palo Alto Networks
PANW
|
$6.93M |
| 4 |
Eli Lilly
LLY
|
$6.57M |
| 5 |
Intuit
INTU
|
$5.7M |
Top Sells
| 1 |
Cisco
CSCO
|
$5.73M |
| 2 |
Bank of America
BAC
|
$5.39M |
| 3 |
ASML
ASML
|
$2.35M |
| 4 |
Accenture
ACN
|
$1.97M |
| 5 |
Pfizer
PFE
|
$1.94M |
Sector Composition
| 1 | Technology | 36.62% |
| 2 | Materials | 11.95% |
| 3 | Healthcare | 11.51% |
| 4 | Financials | 7.3% |
| 5 | Consumer Discretionary | 7.27% |
