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
$347M
AUM Growth
-$90M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$3.13M
3
+$2.61M
4
LHX icon
L3Harris
LHX
+$2.01M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$557K

Top Sells

1
+$7.91M
2
+$6.35M
3
+$4.26M
4
JPM icon
JPMorgan Chase
JPM
+$3.21M
5
MS icon
Morgan Stanley
MS
+$2.73M

Sector Composition

1 Technology 27.42%
2 Healthcare 17.14%
3 Financials 13.56%
4 Consumer Discretionary 11%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$90K 0.03%
4,295
-1,392
102
$87K 0.03%
1,381
103
$87K 0.03%
1,167
104
$86K 0.02%
640
105
$86K 0.02%
1,877
-75
106
$85K 0.02%
1,634
107
$84K 0.02%
1,638
108
$84K 0.02%
300
109
$84K 0.02%
1,638
110
$82K 0.02%
1,033
111
$81K 0.02%
2,499
+2
112
$79K 0.02%
833
113
$78K 0.02%
1,610
-70
114
$73K 0.02%
623
115
$72K 0.02%
756
116
$71K 0.02%
2,417
117
$71K 0.02%
833
118
$70K 0.02%
1,667
119
$68K 0.02%
833
120
$67K 0.02%
425
121
$67K 0.02%
340
122
$67K 0.02%
1,705
123
$66K 0.02%
833
124
$66K 0.02%
176
125
$65K 0.02%
200
3 4
5
6 7