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
$365M
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$9.22M
2
+$8.1M
3
+$5.92M
4
BLK icon
Blackrock
BLK
+$5.64M
5
NVO icon
Novo Nordisk
NVO
+$5.6M

Top Sells

1
+$70.7M
2
+$6.92M
3
+$1.91M
4
COST icon
Costco
COST
+$186K
5
ASML icon
ASML
ASML
+$176K

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
in Stake 		Capital Flow
126
– –
-55
127
– –
-68
128
– –
-200
129
– –
-1,400
130
– –
-226
131
– –
-623
132
– –
-150
133
– –
-58,803
134
– –
-210
135
– –
-1,440
136
– –
-70
137
– –
-200
138
– –
-72
139
– –
-81
140
– –
-300
2 3 4 5
6