CJL
Cyrus J. Lawrence Portfolio holdings
AUM
$26.4M
1-Year Est. Return
16.63%
This Fund
S&P 500
1 Year Est. Return
+16.63%
AUM
$26.4M
AUM Growth
-$491M
(-95%)
Holding
193
Top Buys
| 1 | +$439K | |
| 2 | +$411K | |
| 3 | +$244K | |
| 4 |
ServiceNow
NOW
|
+$173K |
Top Sells
| 1 | +$34.2M | |
| 2 | +$28.8M | |
| 3 | +$26.3M | |
| 4 |
Apple
AAPL
|
+$22.7M |
| 5 |
Amazon
AMZN
|
+$20.1M |
Sector Composition
| 1 | Technology | 35.65% |
| 2 | Financials | 16% |
| 3 | Communication Services | 13% |
| 4 | Healthcare | 11.4% |
| 5 | Consumer Discretionary | 8.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Target
TGT
$57.7B
| – | – |
-75
|
|
||
177
Tootsie Roll Industries
TR
$2.83B
| – | – |
-2,573
|
|
||
178
Tesla
TSLA
$1.64T
| – | – |
-110
|
|
||
179
Ulta Beauty
ULTA
$22.2B
| – | – |
-165
|
|
||
180
UnitedHealth
UNH
$345B
| – | – |
-611
|
|
||
181
WisdomTree Floating Rate Treasury Fund
USFR
$17B
| – | – |
-837
|
|