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
$344M
AUM Growth
+$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.68M
3
+$3.05M
4
TMUS icon
T-Mobile US
TMUS
+$2.8M
5
F icon
Ford
F
+$2.03M

Top Sells

1
+$6.17M
2
+$6.13M
3
+$6.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.64M
5
NEE icon
NextEra Energy
NEE
+$854K

Sector Composition

1 Technology 28.14%
2 Healthcare 15.53%
3 Financials 12.21%
4 Consumer Discretionary 9.72%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.2M 7.9%
94,219
+10,579
2
$19.2M 5.59%
116,565
+4,943
3
$12.3M 3.57%
122,948
-800
4
$10M 2.91%
96,424
-25,484
5
$9.85M 2.87%
200,608
-3,175
6
$9.59M 2.79%
19,307
-10
7
$9.54M 2.78%
65,864
+19,303
8
$9.5M 2.76%
123,281
-11,082
9
$9.31M 2.71%
84,883
-3,326
10
$8.74M 2.54%
22,670
-66
11
$8.62M 2.51%
115,979
-2,423
12
$8.52M 2.48%
15,604
-368
13
$8.43M 2.45%
23,210
+466
14
$8.17M 2.38%
52,723
-891
15
$8.12M 2.36%
27,513
-276
16
$8.09M 2.35%
83,217
-1,354
17
$7.84M 2.28%
13,609
+9
18
$7.65M 2.23%
16,194
-143
19
$7.61M 2.21%
25,929
-127
20
$7.43M 2.16%
57,044
-90
21
$7.39M 2.15%
21,429
-76
22
$7.37M 2.14%
21,465
-393
23
$7.32M 2.13%
57,383
-741
24
$7.09M 2.06%
68,629
+1,068
25
$7.01M 2.04%
19,910
-84
1
2 3 4 5