CJL
Cyrus J. Lawrence Portfolio holdings
AUM
$26.4M
This Quarter Return
+7.37%
1 Year Return
+16.62%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$494M
AUM Growth
+$494M
(+9.5%)
Cap. Flow
+$32.6M
Cap. Flow
% of AUM
6.6%
Top 10 Holdings %
Top 10 Hldgs %
43.7%
Holding
176
New
26
Increased
32
Reduced
32
Closed
5
Top Buys
| 1 |
NVIDIA
NVDA
|
$26.5M |
| 2 |
Uber
UBER
|
$7.98M |
| 3 |
Parker-Hannifin
PH
|
$7.24M |
| 4 |
GE HealthCare
GEHC
|
$6.45M |
| 5 |
Vertex Pharmaceuticals
VRTX
|
$5.98M |
Top Sells
| 1 |
UnitedHealth
UNH
|
$7.76M |
| 2 |
Rockwell Automation
ROK
|
$7.05M |
| 3 |
Schlumberger
SLB
|
$6.21M |
| 4 |
CVS Health
CVS
|
$5.72M |
| 5 |
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% |
