CJL
Cyrus J. Lawrence Portfolio holdings
AUM
$26.4M
This Quarter Return
-14.01%
1 Year Return
+16.62%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$347M
AUM Growth
+$347M
(-21%)
Cap. Flow
-$9.46M
Cap. Flow
% of AUM
-2.73%
Top 10 Holdings %
Top 10 Hldgs %
37.65%
Holding
282
New
14
Increased
9
Reduced
65
Closed
24
Top Buys
| 1 |
Amazon
AMZN
|
$9.06M |
| 2 |
UnitedHealth
UNH
|
$7.46M |
| 3 |
Exxon Mobil
XOM
|
$3.13M |
| 4 |
Deere & Co
DE
|
$2.61M |
| 5 |
L3Harris
LHX
|
$2.01M |
Top Sells
| 1 |
Abbott
ABT
|
$7.91M |
| 2 |
TSMC
TSM
|
$6.35M |
| 3 |
Generac Holdings
GNRC
|
$4.26M |
| 4 |
JPMorgan Chase
JPM
|
$3.21M |
| 5 |
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 | 7.35% |
