CJL

Cyrus J. Lawrence Portfolio holdings

AUM $26.4M
1-Year Est. Return 16.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$9.65M
2
+$8.13M
3
+$6.47M
4
BLK icon
Blackrock
BLK
+$6.1M
5
NVO icon
Novo Nordisk
NVO
+$5.43M

Top Sells

1
+$7.49M
2
+$6.73M
3
+$2M
4
ASML icon
ASML
ASML
+$199K
5
COST icon
Costco
COST
+$182K

Sector Composition

1 Technology 29.23%
2 Healthcare 19.04%
3 Financials 12.04%
4 Communication Services 9.56%
5 Consumer Discretionary 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
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