CJL
Cyrus J. Lawrence Portfolio holdings
AUM
$26.4M
This Quarter Return
+4.74%
1 Year Return
+16.62%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$517M
AUM Growth
+$517M
(+1.4%)
Cap. Flow
+$2.9M
Cap. Flow
% of AUM
0.56%
Top 10 Holdings %
Top 10 Hldgs %
45.47%
Holding
200
New
34
Increased
42
Reduced
38
Closed
9
Top Buys
| 1 |
Eaton
ETN
|
$8.11M |
| 2 |
Palo Alto Networks
PANW
|
$7.78M |
| 3 |
GE Vernova
GEV
|
$5.59M |
| 4 |
Eli Lilly
LLY
|
$1.46M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$855K |
Top Sells
| 1 |
GE HealthCare
GEHC
|
$7.82M |
| 2 |
Uber
UBER
|
$4.85M |
| 3 |
Novo Nordisk
NVO
|
$3.18M |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$2.54M |
| 5 |
Merck
MRK
|
$2.02M |
Sector Composition
| 1 | Technology | 40.08% |
| 2 | Financials | 14.85% |
| 3 | Communication Services | 11.93% |
| 4 | Healthcare | 8.93% |
| 5 | Consumer Discretionary | 7.67% |
