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
$365M
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$9.22M
2
+$8.1M
3
+$5.92M
4
BLK icon
Blackrock
BLK
+$5.64M
5
NVO icon
Novo Nordisk
NVO
+$5.6M

Top Sells

1
+$70.7M
2
+$6.92M
3
+$1.91M
4
COST icon
Costco
COST
+$186K
5
ASML icon
ASML
ASML
+$176K

Sector Composition

1 Technology 29.23%
2 Healthcare 19.04%
3 Financials 12.04%
4 Communication Services 9.56%
5 Consumer Discretionary 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$42K 0.01%
2,220
102
$41K 0.01%
362
103
$38K 0.01%
872
104
$36K 0.01%
900
105
$34K 0.01%
530
106
$29K 0.01%
225
107
$29K 0.01%
174
108
$28K 0.01%
567
109
$28K 0.01%
600
110
$28K 0.01%
310
111
$25K 0.01%
500
112
$24K 0.01%
400
113
$22K 0.01%
350
114
$19K 0.01%
1,306
115
$18K ﹤0.01%
231
116
$18K ﹤0.01%
150
117
$18K ﹤0.01%
108
118
$16K ﹤0.01%
60
119
$13K ﹤0.01%
73
120
$13K ﹤0.01%
120
121
$13K ﹤0.01%
72
122
$12K ﹤0.01%
275
123
$12K ﹤0.01%
200
124
$10K ﹤0.01%
121
125
– –
-300
2 3 4
5
6