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
$509M
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$6.57M
3
+$5.7M
4
TMUS icon
T-Mobile US
TMUS
+$5.38M
5
XOM icon
Exxon Mobil
XOM
+$4.13M

Top Sells

1
+$5.73M
2
+$5.39M
3
+$2.35M
4
ACN icon
Accenture
ACN
+$1.97M
5
PFE icon
Pfizer
PFE
+$1.94M

Sector Composition

1 Technology 36.62%
2 Materials 11.95%
3 Healthcare 11.51%
4 Financials 7.3%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$51K 0.01%
20,086
102
$51K 0.01%
226
103
$49K 0.01%
333
-500
104
$48K 0.01%
300
105
$43K 0.01%
1,500
106
$43K 0.01%
1,000
107
$42K 0.01%
936
-702
108
$41K 0.01%
2,220
109
$41K 0.01%
395
110
$41K 0.01%
350
111
$40K 0.01%
362
112
$40K 0.01%
200
113
$38K 0.01%
877
-1,000
114
$36K 0.01%
533
-500
115
$36K 0.01%
+600
116
$36K 0.01%
288
117
$36K 0.01%
900
118
$35K 0.01%
1,205
-500
119
$33K 0.01%
333
-500
120
$31K 0.01%
2,000
121
$29K 0.01%
333
-500
122
$29K 0.01%
467
-700
123
$28K 0.01%
225
124
$27K 0.01%
333
-500
125
$27K 0.01%
310
3 4
5
6 7