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
$451M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1 +$36.9M
2 +$21.1M
3 +$18.1M
4
AMZN icon
Amazon
AMZN
+$17.4M
5
LLY icon
Eli Lilly
LLY
+$16.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 36.01%
2 Healthcare 15.88%
3 Financials 13.93%
4 Consumer Discretionary 10.24%
5 Communication Services 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$18K ﹤0.01%
+108
127
$16K ﹤0.01%
+1,240
128
$16K ﹤0.01%
+72
129
$15K ﹤0.01%
+275
130
$15K ﹤0.01%
+120
131
$15K ﹤0.01%
+200
132
$15K ﹤0.01%
+150
133
$14K ﹤0.01%
+73
134
$14K ﹤0.01%
+200
135
$13K ﹤0.01%
+55
136
$11K ﹤0.01%
+245
137
$11K ﹤0.01%
+121