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
$335M
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$6.13M
3
+$5.08M
4
DE icon
Deere & Co
DE
+$2.57M
5
ROK icon
Rockwell Automation
ROK
+$2.03M

Top Sells

1
+$5.31M
2
+$3.37M
3
+$3.37M
4
WOOF icon
Petco
WOOF
+$3.24M
5
QCOM icon
Qualcomm
QCOM
+$3.04M

Sector Composition

1 Technology 21.43%
2 Healthcare 18%
3 Financials 12.61%
4 Consumer Discretionary 8.72%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$34K 0.01%
20,086
127
$34K 0.01%
310
128
$33K 0.01%
533
129
$32K 0.01%
467
130
$32K 0.01%
225
131
$32K 0.01%
333
132
$32K 0.01%
333
133
$31K 0.01%
+174
134
$30K 0.01%
2,000
135
$30K 0.01%
315
136
$30K 0.01%
+667
137
$30K 0.01%
+372
138
$30K 0.01%
655
139
$29K 0.01%
350
140
$27K 0.01%
601
141
$27K 0.01%
174
+7
142
$27K 0.01%
967
143
$26K 0.01%
218
144
$25K 0.01%
333
145
$25K 0.01%
517
146
$24K 0.01%
+125
147
$24K 0.01%
100
-20
148
$24K 0.01%
+480
149
$24K 0.01%
43
150
$24K 0.01%
+765
4 5
6
7 8