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
$451M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$21.1M
3
+$18.1M
4
AMZN icon
Amazon
AMZN
+$17.4M
5
LLY icon
Eli Lilly
LLY
+$16.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 36.01%
2 Healthcare 15.88%
3 Financials 13.93%
4 Consumer Discretionary 10.24%
5 Communication Services 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$136K 0.03%
+1,400
77
$121K 0.03%
+1,900
78
$116K 0.03%
+1,930
79
$114K 0.03%
+1,200
80
$111K 0.02%
+958
81
$103K 0.02%
+300
82
$102K 0.02%
+367
83
$99K 0.02%
+875
84
$87K 0.02%
+1,300
85
$84K 0.02%
+3,034
86
$84K 0.02%
+1,381
87
$82K 0.02%
+640
88
$75K 0.02%
+2,426
89
$74K 0.02%
+300
90
$74K 0.02%
+395
91
$74K 0.02%
+288
92
$72K 0.02%
+350
93
$70K 0.02%
+1,000
94
$69K 0.02%
+1,000
95
$68K 0.02%
+425
96
$65K 0.01%
+756
97
$65K 0.01%
+1,826
98
$62K 0.01%
+150
99
$59K 0.01%
+1,100
100
$58K 0.01%
+2,000
2 3
4
5 6