CJL
Cyrus J. Lawrence Portfolio holdings
AUM
$26.4M
This Quarter Return
+12.58%
1 Year Return
+16.62%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$451M
AUM Growth
–
Cap. Flow
+$451M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.21%
Holding
150
New
150
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$36.9M |
| 2 |
NVIDIA
NVDA
|
$21.1M |
| 3 |
Apple
AAPL
|
$18.1M |
| 4 |
Amazon
AMZN
|
$17.4M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Verizon
VZ
$186B
| $56K | 0.01% |
+1,357
| New | +$56K |
|
102
Wells Fargo
WFC
$263B
| $52K | 0.01% |
+900
| New | +$52K |
|
103
Danaher
DHR
$147B
| $49K | 0.01% |
+200
| New | +$49K |
|
104
Corning
GLW
$57.4B
| $49K | 0.01% |
+1,500
| New | +$49K |
|
105
SPDR S&P Dividend ETF
SDY
$20.6B
| $47K | 0.01% |
+362
| New | +$47K |
|
106
Philip Morris
PM
$260B
| $45K | 0.01% |
+500
| New | +$45K |
|
|
CNF
107
CNFinance Holdings
CNF
$28.1M
| $41K | 0.01% |
+20,086
| New | +$41K |
|
108
Xylem
XYL
$34.5B
| $40K | 0.01% |
+310
| New | +$40K |
|
109
Enphase Energy
ENPH
$4.93B
| $39K | 0.01% |
+328
| New | +$39K |
|
110
Comcast
CMCSA
$125B
| $37K | 0.01% |
+872
| New | +$37K |
|
111
Clorox
CLX
$14.5B
| $34K | 0.01% |
+225
| New | +$34K |
|
112
Occidental Petroleum
OXY
$46.9B
| $34K | 0.01% |
+530
| New | +$34K |
|
113
Fortune Brands Innovations
FBIN
$7.02B
| $33K | 0.01% |
+400
| New | +$33K |
|
114
Palantir
PLTR
$372B
| $32K | 0.01% |
+1,430
| New | +$32K |
|
115
Black Hills Corp
BKH
$4.36B
| $30K | 0.01% |
+567
| New | +$30K |
|
116
Devon Energy
DVN
$22.9B
| $30K | 0.01% |
+600
| New | +$30K |
|
117
Carlisle Companies
CSL
$16.5B
| $27K | 0.01% |
+70
| New | +$27K |
|
118
National Fuel Gas
NFG
$7.84B
| $26K | 0.01% |
+500
| New | +$26K |
|
119
iShares Select Dividend ETF
DVY
$20.8B
| $24K | 0.01% |
+200
| New | +$24K |
|
120
General Mills
GIS
$26.4B
| $24K | 0.01% |
+350
| New | +$24K |
|
121
Chevron
CVX
$324B
| $23K | 0.01% |
+150
| New | +$23K |
|
122
AT&T
T
$209B
| $22K | ﹤0.01% |
+1,306
| New | +$22K |
|
123
PJT Partners
PJT
$4.35B
| $21K | ﹤0.01% |
+231
| New | +$21K |
|
124
Vanguard Growth ETF
VUG
$185B
| $20K | ﹤0.01% |
+60
| New | +$20K |
|
125
J.M. Smucker
SJM
$11.8B
| $18K | ﹤0.01% |
+150
| New | +$18K |
|