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
$347M
AUM Growth
-$90M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$3.13M
3
+$2.61M
4
LHX icon
L3Harris
LHX
+$2.01M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$557K

Top Sells

1
+$7.91M
2
+$6.35M
3
+$4.26M
4
JPM icon
JPMorgan Chase
JPM
+$3.21M
5
MS icon
Morgan Stanley
MS
+$2.73M

Sector Composition

1 Technology 27.42%
2 Healthcare 17.14%
3 Financials 13.56%
4 Consumer Discretionary 11%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$192K 0.06%
9,650
77
$187K 0.05%
2,617
78
$181K 0.05%
8,200
79
$165K 0.05%
2,285
80
$163K 0.05%
1,458
81
$147K 0.04%
1,450
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82
$147K 0.04%
342
83
$147K 0.04%
2,084
84
$146K 0.04%
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85
$145K 0.04%
2,473
86
$140K 0.04%
1,292
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87
$139K 0.04%
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88
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89
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90
$126K 0.04%
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91
$114K 0.03%
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92
$114K 0.03%
1,837
93
$113K 0.03%
841
94
$111K 0.03%
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95
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96
$100K 0.03%
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97
$99K 0.03%
6,751
-907
98
$99K 0.03%
1,930
99
$99K 0.03%
645
100
$98K 0.03%
711
2 3
4
5 6