CJL
Cyrus J. Lawrence Portfolio holdings
AUM
$26.4M
This Quarter Return
+7%
1 Year Return
+16.62%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$510M
AUM Growth
+$510M
(+3.3%)
Cap. Flow
+$14.1M
Cap. Flow
% of AUM
2.76%
Top 10 Holdings %
Top 10 Hldgs %
42.7%
Holding
177
New
6
Increased
38
Reduced
36
Closed
11
Top Buys
| 1 |
Broadcom
AVGO
|
$14.8M |
| 2 |
Walmart
WMT
|
$8.63M |
| 3 |
Shopify
SHOP
|
$361K |
| 4 |
Eli Lilly
LLY
|
$338K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$288K |
Top Sells
| 1 |
Ulta Beauty
ULTA
|
$5.83M |
| 2 |
Novo Nordisk
NVO
|
$3.04M |
| 3 |
Palo Alto Networks
PANW
|
$1.88M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$663K |
| 5 |
Adobe
ADBE
|
$263K |
Sector Composition
| 1 | Technology | 39.75% |
| 2 | Financials | 13.82% |
| 3 | Healthcare | 13.44% |
| 4 | Communication Services | 11.29% |
| 5 | Consumer Discretionary | 7.37% |
