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
$451M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$21.1M
3
+$18.1M
4
AMZN icon
Amazon
AMZN
+$17.4M
5
LLY icon
Eli Lilly
LLY
+$16.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 36.01%
2 Healthcare 15.88%
3 Financials 13.93%
4 Consumer Discretionary 10.24%
5 Communication Services 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$56K 0.01%
+1,357
102
$52K 0.01%
+900
103
$49K 0.01%
+200
104
$49K 0.01%
+1,500
105
$47K 0.01%
+362
106
$45K 0.01%
+500
107
$41K 0.01%
+20,086
108
$40K 0.01%
+310
109
$39K 0.01%
+328
110
$37K 0.01%
+872
111
$34K 0.01%
+225
112
$34K 0.01%
+530
113
$33K 0.01%
+400
114
$32K 0.01%
+1,430
115
$30K 0.01%
+567
116
$30K 0.01%
+600
117
$27K 0.01%
+70
118
$26K 0.01%
+500
119
$24K 0.01%
+200
120
$24K 0.01%
+350
121
$23K 0.01%
+150
122
$22K ﹤0.01%
+1,306
123
$21K ﹤0.01%
+231
124
$20K ﹤0.01%
+60
125
$18K ﹤0.01%
+150
2 3 4
5
6