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
$347M
AUM Growth
-$90M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$3.13M
3
+$2.61M
4
LHX icon
L3Harris
LHX
+$2.01M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$557K

Top Sells

1
+$7.91M
2
+$6.35M
3
+$4.26M
4
JPM icon
JPMorgan Chase
JPM
+$3.21M
5
MS icon
Morgan Stanley
MS
+$2.73M

Sector Composition

1 Technology 27.42%
2 Healthcare 17.14%
3 Financials 13.56%
4 Consumer Discretionary 11%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$63K 0.02%
3,100
127
$62K 0.02%
650
128
$59K 0.02%
1,292
129
$58K 0.02%
604
130
$53K 0.02%
1,484
131
$53K 0.02%
417
132
$51K 0.01%
20,086
+6,648
133
$51K 0.01%
300
134
$50K 0.01%
226
135
$50K 0.01%
1,000
136
$47K 0.01%
1,500
137
$46K 0.01%
2,220
138
$45K 0.01%
380
-45
139
$45K 0.01%
350
140
$44K 0.01%
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141
$43K 0.01%
362
142
$42K 0.01%
417
143
$42K 0.01%
395
144
$41K 0.01%
567
145
$40K 0.01%
200
146
$39K 0.01%
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147
$39K 0.01%
833
148
$38K 0.01%
833
149
$37K 0.01%
1,129
150
$36K 0.01%
288
4 5
6
7 8