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
$344M
AUM Growth
+$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.68M
3
+$3.05M
4
TMUS icon
T-Mobile US
TMUS
+$2.8M
5
F icon
Ford
F
+$2.03M

Top Sells

1
+$6.17M
2
+$6.13M
3
+$6.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.64M
5
NEE icon
NextEra Energy
NEE
+$854K

Sector Composition

1 Technology 28.14%
2 Healthcare 15.53%
3 Financials 12.21%
4 Consumer Discretionary 9.72%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$48K 0.01%
288
102
$45K 0.01%
362
103
$44K 0.01%
2,220
104
$36K 0.01%
567
105
$34K 0.01%
900
106
$33K 0.01%
872
-333
107
$33K 0.01%
2,000
108
$33K 0.01%
+530
109
$32K 0.01%
310
110
$30K 0.01%
600
111
$30K 0.01%
350
112
$29K 0.01%
500
-467
113
$28K 0.01%
174
114
$27K 0.01%
108
115
$25K 0.01%
1,306
-789
116
$24K 0.01%
150
117
$23K 0.01%
400
-400
118
$22K 0.01%
115
119
$18K 0.01%
200
120
$18K 0.01%
40
121
$18K 0.01%
108
122
$17K ﹤0.01%
231
123
$16K ﹤0.01%
70
124
$16K ﹤0.01%
72
125
$16K ﹤0.01%
130
-200
3 4
5
6 7