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
$437M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$21.9M
3
+$18.5M
4
AMZN icon
Amazon
AMZN
+$15.4M
5
QCOM icon
Qualcomm
QCOM
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.9%
2 Financials 14.99%
3 Healthcare 14.46%
4 Consumer Discretionary 11.79%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$241K 0.06%
+5,250
77
$227K 0.05%
+1,725
78
$217K 0.05%
+3,550
79
$205K 0.05%
+2,285
80
$196K 0.04%
+8,200
81
$195K 0.04%
+1,502
82
$190K 0.04%
+2,617
83
$180K 0.04%
+9,650
84
$175K 0.04%
+1,249
85
$174K 0.04%
+1,458
86
$165K 0.04%
+1,400
87
$155K 0.04%
+2,473
88
$151K 0.03%
+342
89
$150K 0.03%
+3,021
90
$150K 0.03%
+2,084
91
$149K 0.03%
+3,160
92
$141K 0.03%
+1,200
93
$140K 0.03%
+841
94
$139K 0.03%
+1,900
95
$139K 0.03%
+7,658
96
$133K 0.03%
+711
97
$123K 0.03%
+1,150
98
$115K 0.03%
+1,837
99
$115K 0.03%
+1,667
100
$115K 0.03%
+1,930
2 3
4
5 6