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
$462K
AUM Growth
-$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$8.22K
2
+$7.15K
3
+$3.77K
4
SYK icon
Stryker
SYK
+$3.31K
5
ORCL icon
Oracle
ORCL
+$929

Top Sells

1
+$3.03M
2
+$564K
3
+$77K
4
NOC icon
Northrop Grumman
NOC
+$18K
5
VTV icon
Vanguard Value ETF
VTV
+$14K

Sector Composition

1 Healthcare 35.4%
2 Technology 22.91%
3 Financials 9.51%
4 Consumer Discretionary 8.38%
5 Communication Services 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$113K 24.49%
1,200
2
$32K 6.93%
94,046
-173
3
$23.2K 5.02%
119,586
+3,021
4
$15.6K 3.38%
122,366
-582
5
$12.7K 2.75%
97,566
+28,937
6
$11.6K 2.52%
97,311
+887
7
$10.3K 2.24%
19,221
-86
8
$10K 2.17%
21,415
-50
9
$9.37K 2.03%
23,812
+602
10
$9.25K 2%
66,591
+727
11
$9.16K 1.98%
123,474
+193
12
$9.11K 1.97%
84,981
+98
13
$8.67K 1.88%
21,635
+206
14
$8.6K 1.86%
51,971
-752
15
$8.57K 1.85%
26,018
+89
16
$8.51K 1.84%
27,403
-110
17
$8.45K 1.83%
58,082
+1,038
18
$8.36K 1.81%
94,880
+81,206
19
$8.22K 1.78%
+94,800
20
$7.86K 1.7%
16,347
+153
21
$7.66K 1.66%
46,275
+154
22
$7.56K 1.63%
19,833
-77
23
$7.48K 1.62%
15,896
+292
24
$7.17K 1.55%
13,738
+129
25
$7.05K 1.52%
23,534
+157
1
2 3 4 5