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CJL
Cyrus J. Lawrence Portfolio holdings
AUM
$26.4M
1-Year Est. Return
16.63%
This Fund
S&P 500
This Quarter
Est. Return
-6.44%
1 Year Est. Return
+16.63%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$437M
AUM Growth
–
Cap. Flow
+$437M
Cap. Flow
% of AUM
99.93%
Top 10 Holdings %
Top 10 Hldgs %
36.81%
Holding
268
New
268
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$27M |
| 2 |
Apple
AAPL
|
+$21.1M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$18.1M |
| 4 |
Qualcomm
QCOM
|
+$14.9M |
| 5 |
Amazon
AMZN
|
+$14.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.9% |
| 2 | Financials | 14.99% |
| 3 | Healthcare | 14.46% |
| 4 | Consumer Discretionary | 11.79% |
| 5 | Communication Services | 7.13% |
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Cyrus J. Lawrence's Q1 2022 Portfolio in Review
Q1 2022 is the first quarter with a 13F filing on record for Cyrus J. Lawrence, which disclosed 268 positions worth $437M. Its ten largest holdings account for 37% of the portfolio.
Its largest position is Microsoft: 89,662 shares worth $27.6M.
By sector, the portfolio is most concentrated in Technology at 30% of assets, followed by Financials and Healthcare.
- Cyrus J. Lawrence's largest Q1 2022 buy was Microsoft: 89,662 shares worth $27.6M.
- Cyrus J. Lawrence's ten largest holdings make up 37% of its $437M portfolio in Q1 2022.
- Cyrus J. Lawrence disclosed 268 positions in Q1 2022, its first 13F filing on record.
Based on Cyrus J. Lawrence's 13F filing for Q1 2022, filed 27 Apr 2022.