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
$344M
AUM Growth
+$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.68M
3
+$3.05M
4
TMUS icon
T-Mobile US
TMUS
+$2.8M
5
F icon
Ford
F
+$2.03M

Top Sells

1
+$6.17M
2
+$6.13M
3
+$6.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.64M
5
NEE icon
NextEra Energy
NEE
+$854K

Sector Composition

1 Technology 28.14%
2 Healthcare 15.53%
3 Financials 12.21%
4 Consumer Discretionary 9.72%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$564K 0.16%
3,665
-70
52
$520K 0.15%
18,170
-1,138
53
$408K 0.12%
2,095
54
$398K 0.12%
5,300
-667
55
$289K 0.08%
1,188
-86
56
$279K 0.08%
5,250
57
$244K 0.07%
4,663
-1,300
58
$240K 0.07%
2,400
-185
59
$233K 0.07%
9,650
60
$232K 0.07%
1,900
61
$226K 0.07%
1,729
+268
62
$192K 0.06%
3,550
63
$190K 0.06%
1,192
-525
64
$186K 0.05%
3,800
-126,119
65
$184K 0.05%
389
66
$180K 0.05%
1,212
-339
67
$159K 0.05%
1,725
68
$150K 0.04%
461
-160
69
$137K 0.04%
3,021
70
$128K 0.04%
4,630
-280
71
$125K 0.04%
1,400
72
$117K 0.03%
711
73
$107K 0.03%
1,930
74
$105K 0.03%
645
75
$103K 0.03%
2,426
-73
1 2
3
4 5