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
51
$854K 0.19%
+13,272
52
$851K 0.19%
+2,825
53
$773K 0.17%
+1,478
54
$666K 0.15%
+17,570
55
$518K 0.11%
+2,006
56
$508K 0.11%
+2,157
57
$477K 0.11%
+5,300
58
$408K 0.09%
+2,334
59
$319K 0.07%
+1,628
60
$318K 0.07%
+1,188
61
$295K 0.07%
+2,415
62
$289K 0.06%
+704
63
$245K 0.05%
+3,550
64
$233K 0.05%
+9,650
65
$225K 0.05%
+5,250
66
$222K 0.05%
+4,463
67
$202K 0.04%
+1,114
68
$181K 0.04%
+1,182
69
$174K 0.04%
+3,021
70
$168K 0.04%
+1,592
71
$165K 0.04%
+729
72
$156K 0.03%
+344
73
$148K 0.03%
+1,725
74
$147K 0.03%
+333
75
$137K 0.03%
+645
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3
4 5