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
$335M
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$6.13M
3
+$5.08M
4
DE icon
Deere & Co
DE
+$2.57M
5
ROK icon
Rockwell Automation
ROK
+$2.03M

Top Sells

1
+$5.31M
2
+$3.37M
3
+$3.37M
4
WOOF icon
Petco
WOOF
+$3.24M
5
QCOM icon
Qualcomm
QCOM
+$3.04M

Sector Composition

1 Technology 21.43%
2 Healthcare 18%
3 Financials 12.61%
4 Consumer Discretionary 8.72%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$104K 0.03%
1,008
77
$101K 0.03%
645
78
$100K 0.03%
1,930
79
$99K 0.03%
1,491
80
$97K 0.03%
2,499
81
$94K 0.03%
1,311
+11
82
$93K 0.03%
1,463
+82
83
$90K 0.03%
1,200
84
$87K 0.03%
640
85
$83K 0.02%
1,167
86
$81K 0.02%
303
-19,850
87
$80K 0.02%
287
88
$80K 0.02%
300
89
$79K 0.02%
1,384
90
$75K 0.02%
623
91
$72K 0.02%
+756
92
$72K 0.02%
4,910
-1,320
93
$71K 0.02%
344
+4
94
$67K 0.02%
425
95
$67K 0.02%
176
96
$65K 0.02%
+583
97
$64K 0.02%
200
98
$61K 0.02%
967
99
$58K 0.02%
834
100
$57K 0.02%
333
2 3
4
5 6