LBD

Landsberg Bennett & Dubbaneh Portfolio holdings

AUM $785M
1-Year Est. Return 22.85%
This Quarter Est. Return
1 Year Est. Return
+22.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.69M
3
+$5.61M
4
NKE icon
Nike
NKE
+$3.44M
5
AAPL icon
Apple
AAPL
+$1.8M

Top Sells

1
+$4.94M
2
+$3.7M
3
+$2.91M
4
GLD icon
SPDR Gold Trust
GLD
+$2.78M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.27M

Sector Composition

1 Technology 15.2%
2 Financials 10.52%
3 Consumer Discretionary 8.73%
4 Healthcare 8.59%
5 Industrials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-2,963
252
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253
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-5,730
254
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-25,775
255
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-3,064
256
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-16,994
257
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-4,750
258
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-6,317
259
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-31,328
260
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-2,672
261
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-14,551
7 8 9 10
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