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CJL

Cyrus J. Lawrence Portfolio holdings

AUM $26.4M
1-Year Est. Return 16.63%
This Fund
S&P 500
This Quarter Est. Return
+11.06%
1 Year Est. Return
+16.63%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$462K
AUM Growth
-$343M
Cap. Flow
-$8.24M
Cap. Flow %
-1,783.16%
Top 10 Hldgs %
53.52%
Holding
157
New
4
Increased
29
Reduced
27
Closed
9

Top Buys

1
MDT icon
Medtronic
MDT
+$6.99M
2
AVGO icon
Broadcom
AVGO
+$6.76M
3
AMZN icon
Amazon
AMZN
+$3.3M
4
ZBH icon
Zimmer Biomet
ZBH
+$3.25M
5
SYK icon
Stryker
SYK
+$3.13M

Top Sells

1
J icon
Jacobs Solutions
J
+$7.02M
2
PFE icon
Pfizer
PFE
+$6.43M
3
CVS icon
CVS Health
CVS
+$6.39M
4
QCOM icon
Qualcomm
QCOM
+$5.12M
5
SLB icon
SLB Ltd
SLB
+$3.08M

Sector Composition

1 Healthcare 35.4%
2 Technology 22.91%
3 Financials 9.51%
4 Consumer Discretionary 8.38%
5 Communication Services 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
101
Philip Morris
PM
$274B
$48 0.01%
500
– –
MET icon
102
MetLife
MET
$59.5B
$45 0.01%
+81
New +$4.5K
SDY icon
103
State Street SPDR S&P Dividend ETF
SDY
$21.5B
$44 0.01%
362
– –
PEY icon
104
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.11B
$42 0.01%
2,220
– –
WFC icon
105
Wells Fargo
WFC
$258B
$38 0.01%
900
– –
CMCSA icon
106
Comcast
CMCSA
$82.8B
$36 0.01%
872
– –
CLX icon
107
Clorox
CLX
$11.5B
$35 0.01%
225
– –
BKH icon
108
Black Hills Corp
BKH
$5.75B
$34 0.01%
567
– –
XYL icon
109
Xylem
XYL
$28.9B
$34 0.01%
310
– –
OXY icon
110
Occidental Petroleum
OXY
$54.3B
$31 0.01%
530
– –
DVN icon
111
Devon Energy
DVN
$50.1B
$29 0.01%
600
– –
FBIN icon
112
Fortune Brands Innovations
FBIN
$6.04B
$28 0.01%
400
– –
CVX icon
113
Chevron
CVX
$362B
$27 0.01%
174
– –
GIS icon
114
General Mills
GIS
$19.5B
$26 0.01%
350
– –
ALGT icon
115
Allegiant Air
ALGT
$2.8B
$25 0.01%
200
– –
NFG icon
116
National Fuel Gas
NFG
$7.59B
$25 0.01%
500
– –
SJM icon
117
J.M. Smucker
SJM
$11.6B
$22 ﹤0.01%
150
– –
T icon
118
AT&T
T
$148B
$20 ﹤0.01%
1,306
– –
ZTS icon
119
Zoetis
ZTS
$31.1B
$18 ﹤0.01%
108
– –
CSL icon
120
Carlisle Companies
CSL
$13.7B
$17 ﹤0.01%
70
– –
PJT icon
121
PJT Partners
PJT
$4.25B
$16 ﹤0.01%
231
– –
VUG icon
122
Vanguard Growth ETF
VUG
$225B
$16 ﹤0.01%
360
-288
-44% -$12.5K
HON icon
123
Honeywell
HON
$70.6B
$15 ﹤0.01%
77
– –
AES icon
124
AES
AES
$10.6B
$14 ﹤0.01%
+68
New +$1.5K
PLD icon
125
Prologis
PLD
$133B
$14 ﹤0.01%
120
-10
-8% -$1.23K
2 3 4
5
6

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