LBD
Landsberg Bennett & Dubbaneh Portfolio holdings
AUM
$785M
1-Year Est. Return
22.85%
1 Year Est. Return
+22.85%
AUM
$770M
AUM Growth
+$73.4M
(+11%)
Holding
276
Top Buys
| 1 | +$4.44M | |
| 2 | +$3M | |
| 3 | +$2.51M | |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$2.23M |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$2.11M |
Top Sells
| 1 | +$4.17M | |
| 2 | +$3.36M | |
| 3 | +$3.02M | |
| 4 |
PFPT
Proofpoint, Inc.
PFPT
|
+$1.99M |
| 5 |
Teladoc Health
TDOC
|
+$1.77M |
Sector Composition
| 1 | Technology | 18.05% |
| 2 | Consumer Discretionary | 11.64% |
| 3 | Healthcare | 9.03% |
| 4 | Industrials | 6.97% |
| 5 | Financials | 6.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Generac Holdings
GNRC
$8.15B
| $6.08M | 0.79% |
14,822
+324
|
|
||
27
NVIDIA
NVDA
$4.4T
| $5.94M | 0.77% |
296,760
+5,840
|
|
||
28
PayPal
PYPL
$56B
| $5.85M | 0.76% |
19,977
+1,020
|
|
||
|
ATVI
29
DELISTED
Activision Blizzard
ATVI
| $5.84M | 0.76% |
61,077
+1,930
|
|
||
30
Alphabet (Google) Class C
GOOG
$3.72T
| $5.81M | 0.75% |
46,140
+3,120
|
|
||
31
Stryker
SYK
$136B
| $5.81M | 0.75% |
22,314
+399
|
|
||
32
Dollar General
DG
$30.2B
| $5.67M | 0.74% |
26,109
+727
|
|
||
33
NextEra Energy
NEE
$166B
| $5.54M | 0.72% |
74,746
+2,764
|
|
||
34
ResMed
RMD
$35.8B
| $5.53M | 0.72% |
22,448
+529
|
|
||
35
Abbott
ABT
$218B
| $5.51M | 0.72% |
47,056
+1,405
|
|
||
36
Blackrock
BLK
$164B
| $5.25M | 0.68% |
6,015
+12
|
|
||
37
Diageo
DEO
$49.6B
| $5.14M | 0.67% |
26,641
+527
|
|
||
38
Lockheed Martin
LMT
$110B
| $4.97M | 0.64% |
13,303
+240
|
|
||
39
Starbucks
SBUX
$100B
| $4.94M | 0.64% |
43,983
+1,611
|
|
||
40
Salesforce
CRM
$244B
| $4.9M | 0.64% |
19,947
+898
|
|
||
41
Union Pacific
UNP
$139B
| $4.72M | 0.61% |
21,598
+409
|
|
||
42
Ecolab
ECL
$74.7B
| $4.71M | 0.61% |
22,620
+946
|
|
||
43
Norwegian Cruise Line
NCLH
$10.5B
| $4.7M | 0.61% |
162,538
+3,990
|
|
||
44
Charles River Laboratories
CRL
$9.7B
| $4.69M | 0.61% |
12,622
+280
|
|
||
45
Honeywell
HON
$126B
| $4.64M | 0.6% |
21,479
+286
|
|
||
46
Zoetis
ZTS
$53.9B
| $4.44M | 0.58% |
+23,611
|
|
||
47
Advanced Drainage Systems
WMS
$11.5B
| $4.39M | 0.57% |
37,613
+856
|
|
||
48
Burlington
BURL
$17.5B
| $4.23M | 0.55% |
13,263
+270
|
|
||
49
Intercontinental Exchange
ICE
$91.4B
| $4.19M | 0.54% |
35,258
+813
|
|
||
50
Selective Insurance
SIGI
$5.11B
| $4.11M | 0.53% |
50,759
+1,807
|
|