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
$451M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$21.1M
3
+$18.1M
4
AMZN icon
Amazon
AMZN
+$17.4M
5
LLY icon
Eli Lilly
LLY
+$16.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 36.01%
2 Healthcare 15.88%
3 Financials 13.93%
4 Consumer Discretionary 10.24%
5 Communication Services 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.9M 8.18%
+87,655
2
$21.1M 4.67%
+233,190
3
$18.1M 4.01%
+105,498
4
$17.4M 3.87%
+96,609
5
$16.6M 3.67%
+21,276
6
$16.1M 3.58%
+33,250
7
$14.7M 3.26%
+97,434
8
$13.7M 3.05%
+96,656
9
$13.4M 2.96%
+18,228
10
$13.3M 2.95%
+101,373
11
$12.6M 2.79%
+94,850
12
$11.5M 2.55%
+22,769
13
$11.5M 2.54%
+57,257
14
$11.5M 2.54%
+23,800
15
$10.7M 2.37%
+65,386
16
$10.3M 2.29%
+26,912
17
$9.29M 2.06%
+45,350
18
$9.16M 2.03%
+19,721
19
$9.08M 2.01%
+21,334
20
$8.88M 1.97%
+13,666
21
$8.46M 1.88%
+52,909
22
$8.42M 1.87%
+23,532
23
$8.21M 1.82%
+23,123
24
$8.19M 1.82%
+102,616
25
$8.13M 1.8%
+63,331
1
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