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
$437M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$21.9M
3
+$18.5M
4
AMZN icon
Amazon
AMZN
+$15.4M
5
QCOM icon
Qualcomm
QCOM
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.9%
2 Financials 14.99%
3 Healthcare 14.46%
4 Consumer Discretionary 11.79%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$26K 0.01%
+341
177
$26K 0.01%
+310
178
$25K 0.01%
+120
179
$25K 0.01%
+123
180
$24K 0.01%
+200
181
$24K 0.01%
+101
182
$24K 0.01%
+150
183
$24K 0.01%
+350
184
$24K 0.01%
+72
185
$24K 0.01%
+264
186
$24K 0.01%
+7,600
187
$23K 0.01%
+1,000
188
$23K 0.01%
+613
189
$23K 0.01%
+302
190
$23K 0.01%
+175
191
$22K 0.01%
+1,334
192
$22K 0.01%
+2,000
193
$22K 0.01%
+129
194
$20K ﹤0.01%
+166
195
$20K ﹤0.01%
+150
196
$20K ﹤0.01%
+108
197
$20K ﹤0.01%
+420
198
$20K ﹤0.01%
+227
199
$17K ﹤0.01%
+70
200
$17K ﹤0.01%
+300
6 7
8
9 10