CJL
Cyrus J. Lawrence Portfolio holdings
AUM
$26.4M
This Quarter Return
+6.77%
1 Year Return
+16.62%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$344M
AUM Growth
+$344M
(+2.6%)
Cap. Flow
-$6.17M
Cap. Flow
% of AUM
-1.79%
Top 10 Holdings %
Top 10 Hldgs %
36.42%
Holding
211
New
3
Increased
13
Reduced
61
Closed
58
Top Buys
| 1 |
Fiserv
FI
|
$5.82M |
| 2 |
RTX Corp
RTX
|
$5.68M |
| 3 |
Microsoft
MSFT
|
$3.05M |
| 4 |
T-Mobile US
TMUS
|
$2.8M |
| 5 |
Ford
F
|
$2.03M |
Top Sells
| 1 |
Newmont
NEM
|
$6.17M |
| 2 |
AES
AES
|
$6.13M |
| 3 |
L3Harris
LHX
|
$6.04M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$2.64M |
| 5 |
NextEra Energy, Inc.
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% |
