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
$517M
AUM Growth
+$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1 +$8.11M
2 +$5.59M
3 +$1.46M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$855K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$267K

Top Sells

1 +$7.82M
2 +$4.85M
3 +$3.18M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$2.54M
5
MRK icon
Merck
MRK
+$2.02M

Sector Composition

1 Technology 40.08%
2 Financials 14.85%
3 Communication Services 11.93%
4 Healthcare 8.93%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MMM icon
101
3M
MMM
$89.3B
$66K 0.01%
515
SBUX icon
102
Starbucks
SBUX
$97.5B
$66K 0.01%
725
WFC icon
103
Wells Fargo
WFC
$264B
$66K 0.01%
945
-167
BMY icon
104
Bristol-Myers Squibb
BMY
$91.8B
$62K 0.01%
1,100
VZ icon
105
Verizon
VZ
$169B
$62K 0.01%
1,557
AES icon
106
AES
AES
$10.1B
$53K 0.01%
4,146
-395
CVX icon
107
Chevron
CVX
$312B
$49K 0.01%
341
+91
GLW icon
108
Corning
GLW
$72B
$47K 0.01%
1,000
SDY icon
109
SPDR S&P Dividend ETF
SDY
$20.4B
$47K 0.01%
362
FMC icon
110
FMC
FMC
$3.76B
$46K 0.01%
950
DHR icon
111
Danaher
DHR
$157B
$45K 0.01%
200
TSLA icon
112
Tesla
TSLA
$1.44T
$44K 0.01%
+110
SOFI icon
113
SoFi Technologies
SOFI
$32.4B
$43K 0.01%
2,800
USFR icon
114
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
$42K 0.01%
+837
VUSB icon
115
Vanguard Ultra-Short Bond ETF
VUSB
$5.68B
$42K 0.01%
+852
T icon
116
AT&T
T
$184B
$41K 0.01%
1,806
OXY icon
117
Occidental Petroleum
OXY
$40.7B
$38K 0.01%
780
CLX icon
118
Clorox
CLX
$14.5B
$36K 0.01%
225
D icon
119
Dominion Energy
D
$52.4B
$36K 0.01%
675
PJT icon
120
PJT Partners
PJT
$4.31B
$36K 0.01%
231
ADP icon
121
Automatic Data Processing
ADP
$116B
$35K 0.01%
122
+67
XYL icon
122
Xylem
XYL
$35.9B
$35K 0.01%
310
BKH icon
123
Black Hills Corp
BKH
$4.73B
$33K 0.01%
567
CMCSA icon
124
Comcast
CMCSA
$110B
$32K 0.01%
872
GWW icon
125
W.W. Grainger
GWW
$46.6B
$31K 0.01%
+30