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
51
$1.76M 0.68%
+32,791
52
$1.69M 0.65%
+19,127
53
$1.68M 0.64%
+37,241
54
$1.67M 0.64%
+38,337
55
$1.65M 0.63%
+91,356
56
$1.63M 0.63%
+29,134
57
$1.61M 0.62%
+38,236
58
$1.58M 0.61%
+31,059
59
$1.57M 0.6%
+50,136
60
$1.55M 0.59%
+15,023
61
$1.53M 0.59%
+23,713
62
$1.52M 0.58%
+9,613
63
$1.47M 0.56%
+22,794
64
$1.46M 0.56%
+28,240
65
$1.44M 0.55%
+36,380
66
$1.43M 0.55%
+14,005
67
$1.43M 0.55%
+8,383
68
$1.42M 0.54%
+26,792
69
$1.39M 0.53%
+41,890
70
$1.34M 0.51%
+15,369
71
$1.33M 0.51%
+39,835
72
$1.33M 0.51%
+84,958
73
$1.31M 0.5%
+12,128
74
$1.29M 0.5%
+26,954
75
$1.25M 0.48%
+18,227
1 2
3
4 5