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
$335M
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$6.13M
3
+$5.08M
4
DE icon
Deere & Co
DE
+$2.57M
5
ROK icon
Rockwell Automation
ROK
+$2.03M

Top Sells

1
+$5.31M
2
+$3.37M
3
+$3.37M
4
WOOF icon
Petco
WOOF
+$3.24M
5
QCOM icon
Qualcomm
QCOM
+$3.04M

Sector Composition

1 Technology 21.43%
2 Healthcare 18%
3 Financials 12.61%
4 Consumer Discretionary 8.72%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$24K 0.01%
150
152
$24K 0.01%
117
153
$23K 0.01%
100
-17
154
$23K 0.01%
108
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155
$23K 0.01%
2,440
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156
$22K 0.01%
827
157
$22K 0.01%
+40
158
$22K 0.01%
125
159
$21K 0.01%
159
-7
160
$21K 0.01%
115
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161
$20K 0.01%
86
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162
$20K 0.01%
5,246
163
$20K 0.01%
1,139
-500
164
$19K 0.01%
1,499
-400
165
$19K 0.01%
1,128
+298
166
$19K 0.01%
149
167
$18K 0.01%
380
168
$18K 0.01%
302
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169
$18K 0.01%
333
170
$18K 0.01%
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171
$17K 0.01%
73
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172
$17K 0.01%
231
173
$17K 0.01%
167
174
$16K ﹤0.01%
+70
175
$16K ﹤0.01%
+700
5 6
7
8 9