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
$437M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$21.9M
3
+$18.5M
4
AMZN icon
Amazon
AMZN
+$15.4M
5
QCOM icon
Qualcomm
QCOM
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.9%
2 Financials 14.99%
3 Healthcare 14.46%
4 Consumer Discretionary 11.79%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$109K 0.02%
+300
102
$106K 0.02%
+1,680
103
$105K 0.02%
+833
104
$104K 0.02%
+1,638
105
$104K 0.02%
+3,063
106
$102K 0.02%
+645
107
$101K 0.02%
+5,687
108
$101K 0.02%
+1,638
109
$90K 0.02%
+1,634
110
$89K 0.02%
+1,952
111
$88K 0.02%
+1,033
112
$87K 0.02%
+1,667
113
$86K 0.02%
+1,381
114
$84K 0.02%
+1,167
115
$83K 0.02%
+200
116
$80K 0.02%
+1,705
117
$80K 0.02%
+623
118
$80K 0.02%
+2,497
119
$79K 0.02%
+833
120
$79K 0.02%
+640
121
$79K 0.02%
+176
122
$78K 0.02%
+425
123
$77K 0.02%
+2,417
124
$75K 0.02%
+756
125
$75K 0.02%
+340
3 4
5
6 7