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
$509M
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$6.57M
3
+$5.7M
4
TMUS icon
T-Mobile US
TMUS
+$5.38M
5
XOM icon
Exxon Mobil
XOM
+$4.13M

Top Sells

1
+$5.73M
2
+$5.39M
3
+$2.35M
4
ACN icon
Accenture
ACN
+$1.97M
5
PFE icon
Pfizer
PFE
+$1.94M

Sector Composition

1 Technology 36.62%
2 Materials 11.95%
3 Healthcare 11.51%
4 Financials 7.3%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$103K 0.02%
645
77
$101K 0.02%
1,042
-250
78
$99K 0.02%
1,200
79
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1,008
-1,320
80
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1,300
-600
81
$88K 0.02%
1,930
82
$84K 0.02%
287
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83
$83K 0.02%
6,751
84
$81K 0.02%
1,491
-346
85
$80K 0.02%
300
86
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1,167
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87
$77K 0.02%
1,381
88
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2,499
89
$75K 0.01%
6,230
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90
$72K 0.01%
640
91
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1,384
-250
92
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623
93
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94
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95
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914
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96
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97
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340
98
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967
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99
$55K 0.01%
499
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100
$53K 0.01%
834
-1,250
2 3
4
5 6