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
$365M
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$9.22M
2
+$8.1M
3
+$5.92M
4
BLK icon
Blackrock
BLK
+$5.64M
5
NVO icon
Novo Nordisk
NVO
+$5.6M

Top Sells

1
+$70.7M
2
+$6.92M
3
+$1.91M
4
COST icon
Costco
COST
+$186K
5
ASML icon
ASML
ASML
+$176K

Sector Composition

1 Technology 29.23%
2 Healthcare 19.04%
3 Financials 12.04%
4 Communication Services 9.56%
5 Consumer Discretionary 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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645
77
$90K 0.02%
2,437
+4
78
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+4,398
79
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80
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81
$83K 0.02%
1,300
82
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83
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340
84
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640
85
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86
$75K 0.02%
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87
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88
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89
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91
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93
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1,000
94
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97
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98
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500
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$45K 0.01%
1,500
2 3
4
5 6