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
$510M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$361K
3
+$338K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$288K
5
ROL icon
Rollins
ROL
+$257K

Top Sells

1
+$5.83M
2
+$3.04M
3
+$1.88M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$663K
5
ADBE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$25K ﹤0.01%
350
127
$23K ﹤0.01%
600
128
$23K ﹤0.01%
60
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$22K ﹤0.01%
2,800
130
$21K ﹤0.01%
175
+75
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$21K ﹤0.01%
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$20K ﹤0.01%
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$19K ﹤0.01%
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-460
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$18K ﹤0.01%
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$18K ﹤0.01%
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$18K ﹤0.01%
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$17K ﹤0.01%
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$17K ﹤0.01%
72
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$16K ﹤0.01%
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$16K ﹤0.01%
1,000
142
$15K ﹤0.01%
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143
$15K ﹤0.01%
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$15K ﹤0.01%
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145
$15K ﹤0.01%
275
146
$13K ﹤0.01%
121
147
$13K ﹤0.01%
150
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$13K ﹤0.01%
600
149
$12K ﹤0.01%
106
150
$11K ﹤0.01%
200
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