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
$335M
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$6.13M
2 +$6.13M
3 +$5.08M
4
DE icon
Deere & Co
DE
+$2.57M
5
ROK icon
Rockwell Automation
ROK
+$2.03M

Top Sells

1 +$5.31M
2 +$3.37M
3 +$3.37M
4
WOOF icon
Petco
WOOF
+$3.24M
5
QCOM icon
Qualcomm
QCOM
+$3.04M

Sector Composition

1 Technology 21.43%
2 Healthcare 18%
3 Financials 12.61%
4 Consumer Discretionary 8.72%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-100
202
-6,751
203
-600
204
-472
205
-7,330