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
$344M
AUM Growth
+$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.68M
3
+$3.05M
4
TMUS icon
T-Mobile US
TMUS
+$2.8M
5
F icon
Ford
F
+$2.03M

Top Sells

1
+$6.17M
2
+$6.13M
3
+$6.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.64M
5
NEE icon
NextEra Energy
NEE
+$854K

Sector Composition

1 Technology 28.14%
2 Healthcare 15.53%
3 Financials 12.21%
4 Consumer Discretionary 9.72%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$99K 0.03%
1,200
77
$96K 0.03%
300
78
$90K 0.03%
1,451
-12
79
$89K 0.03%
875
-167
80
$88K 0.03%
1,260
-231
81
$86K 0.03%
300
-3
82
$86K 0.03%
640
83
$85K 0.02%
2,192
-1,010
84
$77K 0.02%
340
-4
85
$77K 0.02%
200
86
$76K 0.02%
1,100
-211
87
$75K 0.02%
1,300
-84
88
$73K 0.02%
623
89
$72K 0.02%
176
90
$69K 0.02%
756
91
$57K 0.02%
200
92
$56K 0.02%
300
93
$54K 0.02%
425
94
$54K 0.02%
1,000
95
$53K 0.02%
1,500
96
$53K 0.02%
350
97
$51K 0.01%
395
98
$50K 0.01%
20,086
99
$50K 0.01%
226
100
$49K 0.01%
500
-833
2 3
4
5 6