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
$462K
AUM Growth
-$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$8.22K
2
+$7.15K
3
+$3.77K
4
SYK icon
Stryker
SYK
+$3.31K
5
ORCL icon
Oracle
ORCL
+$929

Top Sells

1
+$3.03M
2
+$564K
3
+$77K
4
NOC icon
Northrop Grumman
NOC
+$18K
5
VTV icon
Vanguard Value ETF
VTV
+$14K

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
101
$48 0.01%
2,000
102
$45 0.01%
+81
103
$44 0.01%
362
104
$42 0.01%
2,220
105
$38 0.01%
900
106
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872
107
$35 0.01%
225
108
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567
109
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310
110
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530
111
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600
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400
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174
114
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350
115
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200
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500
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$22 ﹤0.01%
150
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1,306
119
$18 ﹤0.01%
108
120
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70
121
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231
122
$16 ﹤0.01%
60
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123
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$14 ﹤0.01%
+68
125
$14 ﹤0.01%
120
-10
2 3 4
5
6