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
$260M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$9.66M
3
+$5.84M
4
MSFT icon
Microsoft
MSFT
+$5.32M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.06%
2 Financials 8.89%
3 Healthcare 8.29%
4 Consumer Discretionary 7.89%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 0.92%
+16,856
27
$2.36M 0.91%
+9,483
28
$2.34M 0.9%
+53,868
29
$2.33M 0.9%
+8,908
30
$2.28M 0.87%
+31,770
31
$2.27M 0.87%
+24,566
32
$2.22M 0.85%
+35,807
33
$2.17M 0.83%
+26,131
34
$2.15M 0.83%
+89,532
35
$2.13M 0.82%
+31,788
36
$2.07M 0.79%
+13,394
37
$2.02M 0.78%
+15,440
38
$2M 0.77%
+5,091
39
$1.99M 0.77%
+26,722
40
$1.98M 0.76%
+37,704
41
$1.93M 0.74%
+35,990
42
$1.93M 0.74%
+12,289
43
$1.92M 0.74%
+15,675
44
$1.9M 0.73%
+38,404
45
$1.9M 0.73%
+31,129
46
$1.89M 0.73%
+33,357
47
$1.89M 0.72%
+8,583
48
$1.86M 0.71%
+21,506
49
$1.81M 0.7%
+13,119
50
$1.78M 0.68%
+10,651
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