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
$437M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$21.9M
3
+$18.5M
4
AMZN icon
Amazon
AMZN
+$15.4M
5
QCOM icon
Qualcomm
QCOM
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.9%
2 Financials 14.99%
3 Healthcare 14.46%
4 Consumer Discretionary 11.79%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$71K 0.02%
+833
127
$69K 0.02%
+425
128
$68K 0.02%
+1,484
129
$68K 0.02%
+833
130
$68K 0.02%
+833
131
$66K 0.02%
+1,292
132
$63K 0.01%
+417
133
$63K 0.01%
+300
134
$60K 0.01%
+604
135
$59K 0.01%
+226
136
$59K 0.01%
+1,000
137
$56K 0.01%
+350
138
$55K 0.01%
+1,500
139
$53K 0.01%
+200
140
$53K 0.01%
+1,100
141
$51K 0.01%
+2,000
142
$49K 0.01%
+495
143
$48K 0.01%
+1,049
144
$48K 0.01%
+2,220
145
$46K 0.01%
+362
146
$44K 0.01%
+567
147
$44K 0.01%
+833
148
$44K 0.01%
+833
149
$43K 0.01%
+1,129
150
$43K 0.01%
+13,438
4 5
6
7 8