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
76
$1.24M 0.48%
+9,807
77
$1.24M 0.48%
+21,064
78
$1.24M 0.47%
+49,059
79
$1.23M 0.47%
+5,828
80
$1.22M 0.47%
+9,373
81
$1.21M 0.46%
+12,002
82
$1.21M 0.46%
+9,229
83
$1.18M 0.45%
+17,692
84
$1.17M 0.45%
+29,701
85
$1.17M 0.45%
+54,338
86
$1.15M 0.44%
+48,286
87
$1.1M 0.42%
+3,407
88
$1.1M 0.42%
+8,011
89
$1.04M 0.4%
+10,529
90
$1.01M 0.39%
+14,860
91
$998K 0.38%
+9,186
92
$978K 0.38%
+8,848
93
$972K 0.37%
+21,190
94
$970K 0.37%
+28,203
95
$961K 0.37%
+16,900
96
$938K 0.36%
+22,720
97
$935K 0.36%
+3,204
98
$908K 0.35%
+9,435
99
$878K 0.34%
+10,178
100
$873K 0.34%
+9,452
2 3
4
5 6