CJL
Cyrus J. Lawrence Portfolio holdings
AUM
$26.4M
1-Year Est. Return
16.62%
This Fund
S&P 500
1 Year Est. Return
+16.62%
AUM
$26.4M
AUM Growth
-$491M
(-95%)
Holding
193
Top Buys
| 1 | +$407K | |
| 2 | +$402K | |
| 3 | +$218K | |
| 4 |
ServiceNow
NOW
|
+$142K |
Top Sells
| 1 | +$31.5M | |
| 2 | +$24.6M | |
| 3 | +$23.5M | |
| 4 |
Apple
AAPL
|
+$21.8M |
| 5 |
Eli Lilly
LLY
|
+$18.3M |
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
UnitedHealth
UNH
$249B
| – | – |
-611
|
|
||
177
WisdomTree Floating Rate Treasury Fund
USFR
$16.2B
| – | – |
-837
|
|
||
178
Vanguard Small-Cap ETF
VB
$74.2B
| – | – |
-72
|
|
||
179
Vanguard S&P 500 ETF
VOO
$849B
| – | – |
-1,711
|
|
||
180
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
| – | – |
-2,109
|
|
||
181
Vanguard Growth ETF
VUG
$195B
| – | – |
-291
|
|