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
1
$27.6M 6.33%
+89,662
2
$21.9M 5.01%
+125,384
3
$18.5M 4.23%
+132,940
4
$15.4M 3.51%
+94,180
5
$13.5M 3.1%
+88,551
6
$13.5M 3.08%
+129,798
7
$13M 2.98%
+153,931
8
$12.6M 2.88%
+124,505
9
$12.5M 2.87%
+21,233
10
$12.2M 2.8%
+21,265
11
$11.8M 2.69%
+86,264
12
$11.4M 2.6%
+219,255
13
$10.7M 2.45%
+23,456
14
$10.1M 2.31%
+56,900
15
$10.1M 2.3%
+88,251
16
$9.49M 2.17%
+108,573
17
$9.28M 2.12%
+41,716
18
$9.23M 2.11%
+22,507
19
$9.11M 2.09%
+25,489
20
$8.79M 2.01%
+74,257
21
$8.77M 2.01%
+157,342
22
$8.63M 1.97%
+28,821
23
$8.62M 1.97%
+209,201
24
$8.51M 1.95%
+205,875
25
$8.11M 1.86%
+37,901
1
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