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
$347M
AUM Growth
-$90M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$3.13M
3
+$2.61M
4
LHX icon
L3Harris
LHX
+$2.01M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$557K

Top Sells

1
+$7.91M
2
+$6.35M
3
+$4.26M
4
JPM icon
JPMorgan Chase
JPM
+$3.21M
5
MS icon
Morgan Stanley
MS
+$2.73M

Sector Composition

1 Technology 27.42%
2 Healthcare 17.14%
3 Financials 13.56%
4 Consumer Discretionary 11%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$22K 0.01%
833
177
$22K 0.01%
342
178
$22K 0.01%
472
179
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209
180
$22K 0.01%
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181
$21K 0.01%
302
182
$21K 0.01%
218
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$21K 0.01%
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184
$20K 0.01%
830
185
$19K 0.01%
5,246
186
$19K 0.01%
150
187
$19K 0.01%
264
188
$19K 0.01%
108
189
$19K 0.01%
420
190
$18K 0.01%
166
191
$18K 0.01%
+600
192
$17K ﹤0.01%
70
193
$17K ﹤0.01%
75
194
$17K ﹤0.01%
613
195
$16K ﹤0.01%
534
196
$16K ﹤0.01%
231
197
$16K ﹤0.01%
175
198
$15K ﹤0.01%
+700
199
$15K ﹤0.01%
334
200
$15K ﹤0.01%
666
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8
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