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
176
$242K 0.09%
+2,152
177
$238K 0.09%
+12,556
178
$231K 0.09%
+7,020
179
$226K 0.09%
+4,473
180
$222K 0.09%
+12,020
181
$218K 0.08%
+1,146
182
$213K 0.08%
+5,715
183
$210K 0.08%
+4,485
184
$206K 0.08%
+818
185
$204K 0.08%
+2,974
186
$203K 0.08%
+2,633
187
$201K 0.08%
+1,952
188
$200K 0.08%
+14,710
189
$198K 0.08%
+8,048
190
$119K 0.05%
+15,516
191
$3K ﹤0.01%
+24,680