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
Vanguard Total International Stock ETF
VXUS
$130B
| – | – |
-1,930
|
|
||
177
Vanguard High Dividend Yield ETF
VYM
$70.8B
| – | – |
-1,701
|
|
||
178
Verizon
VZ
$212B
| – | – |
-1,557
|
|
||
179
Wells Fargo
WFC
$237B
| – | – |
-945
|
|
||
180
Waste Management
WM
$90.8B
| – | – |
-605
|
|
||
181
State Street Technology Select Sector SPDR ETF
XLK
$82.3B
| – | – |
-700
|
|