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
201
$17K ﹤0.01%
+75
202
$17K ﹤0.01%
+60
203
$17K ﹤0.01%
+666
204
$16K ﹤0.01%
+370
205
$16K ﹤0.01%
+534
206
$16K ﹤0.01%
+334
207
$16K ﹤0.01%
+275
208
$16K ﹤0.01%
+200
209
$16K ﹤0.01%
+1,250
210
$15K ﹤0.01%
+587
211
$15K ﹤0.01%
+231
212
$15K ﹤0.01%
+72
213
$15K ﹤0.01%
+80
214
$15K ﹤0.01%
+380
215
$13K ﹤0.01%
+55
216
$13K ﹤0.01%
+68
217
$13K ﹤0.01%
+341
218
$12K ﹤0.01%
+100
219
$11K ﹤0.01%
+50
220
$11K ﹤0.01%
+400
221
$11K ﹤0.01%
+150
222
$11K ﹤0.01%
+227
223
$10K ﹤0.01%
+200
224
$9K ﹤0.01%
+245
225
$8K ﹤0.01%
+300
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9
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