CJL
Cyrus J. Lawrence Portfolio holdings
AUM
$26.4M
This Quarter Return
-2.49%
1 Year Return
+16.62%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$365M
AUM Growth
+$365M
(+78,774%)
Cap. Flow
-$43.5M
Cap. Flow
% of AUM
-11.92%
Top 10 Holdings %
Top 10 Hldgs %
39.32%
Holding
152
New
4
Increased
27
Reduced
26
Closed
24
Top Buys
| 1 |
Merck
MRK
|
$9.22M |
| 2 |
Meta Platforms (Facebook)
META
|
$8.1M |
| 3 |
Oracle
ORCL
|
$5.92M |
| 4 |
Blackrock
BLK
|
$5.64M |
| 5 |
Novo Nordisk
NVO
|
$5.6M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$70.7M |
| 2 |
Chubb
CB
|
$6.92M |
| 3 |
Ford
F
|
$1.91M |
| 4 |
Costco
COST
|
$186K |
| 5 |
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% |
