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
$335M
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$6.13M
3
+$5.08M
4
DE icon
Deere & Co
DE
+$2.57M
5
ROK icon
Rockwell Automation
ROK
+$2.03M

Top Sells

1
+$5.31M
2
+$3.37M
3
+$3.37M
4
WOOF icon
Petco
WOOF
+$3.24M
5
QCOM icon
Qualcomm
QCOM
+$3.04M

Sector Composition

1 Technology 21.43%
2 Healthcare 18%
3 Financials 12.61%
4 Consumer Discretionary 8.72%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$55K 0.02%
+989
102
$54K 0.02%
914
103
$53K 0.02%
226
104
$53K 0.02%
+363
105
$51K 0.02%
300
106
$49K 0.01%
200
107
$49K 0.01%
499
108
$48K 0.01%
1,500
109
$48K 0.01%
1,000
110
$47K 0.01%
+799
111
$47K 0.01%
395
112
$47K 0.01%
466
+225
113
$46K 0.01%
800
-136
114
$46K 0.01%
2,220
115
$45K 0.01%
362
116
$44K 0.01%
877
117
$44K 0.01%
350
118
$42K 0.01%
1,205
119
$41K 0.01%
288
120
$39K 0.01%
+567
121
$39K 0.01%
+2,095
122
$38K 0.01%
+336
123
$37K 0.01%
600
124
$37K 0.01%
+330
125
$37K 0.01%
900
3 4
5
6 7