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
$494M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$7.24M
3
+$6.45M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$5.98M
5
META icon
Meta Platforms (Facebook)
META
+$4.75M

Top Sells

1
+$7.76M
2
+$7.05M
3
+$6.21M
4
CVS icon
CVS Health
CVS
+$5.72M
5
SBUX icon
Starbucks
SBUX
+$2.55M

Sector Composition

1 Technology 39.93%
2 Healthcare 14.36%
3 Financials 12.45%
4 Communication Services 11%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$53K 0.01%
900
102
$52K 0.01%
1,868
-1,166
103
$49K 0.01%
200
104
$46K 0.01%
362
105
$45K 0.01%
1,100
106
$44K 0.01%
2,306
+1,000
107
$43K 0.01%
+425
108
$43K 0.01%
920
-132,928
109
$42K 0.01%
310
110
$39K 0.01%
250
+100
111
$38K 0.01%
1,000
-500
112
$36K 0.01%
+151
113
$34K 0.01%
872
114
$33K 0.01%
530
115
$32K 0.01%
328
116
$30K 0.01%
567
117
$30K 0.01%
225
118
$28K 0.01%
70
119
$28K 0.01%
600
120
$27K 0.01%
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121
$27K 0.01%
500
122
$25K 0.01%
400
123
$24K ﹤0.01%
+500
124
$24K ﹤0.01%
200
125
$24K ﹤0.01%
231
3 4
5
6 7