LBC

Lawrence B. Cohen Portfolio holdings

AUM $2.06M
1-Year Est. Return 34.47%
This Quarter Est. Return
1 Year Est. Return
+34.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$989K
2
+$918K
3
+$884K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$670K
5
CTSH icon
Cognizant
CTSH
+$645K

Top Sells

1
+$1.7M
2
+$1.18M
3
+$1.02M
4
AMAT icon
Applied Materials
AMAT
+$922K
5
EW icon
Edwards Lifesciences
EW
+$645K

Sector Composition

1 Healthcare 22.21%
2 Technology 19.62%
3 Financials 9.3%
4 Consumer Staples 8.92%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 1.42%
31,070
+5,530
27
$2.3M 1.4%
8,125
+1,330
28
$1.94M 1.18%
13,724
-511
29
$1.92M 1.16%
31,736
-7,428
30
$1.85M 1.12%
47,940
+17,360
31
$1.66M 1.01%
23,150
+850
32
$1.6M 0.97%
24,561
+13,537
33
$1.58M 0.96%
22,945
+8,072
34
$1.55M 0.94%
10,775
-813
35
$1.44M 0.88%
26,144
+780
36
$1.3M 0.79%
23,278
-11,143
37
$1.27M 0.77%
7,773
-175
38
$1.21M 0.74%
27,120
+22,155
39
$1.09M 0.66%
28,309
-44,139
40
$1.06M 0.64%
43,767
-48,544
41
$896K 0.54%
4,810
+300
42
$893K 0.54%
22,540
+300
43
$880K 0.53%
5,813
+83
44
$870K 0.53%
19,680
-3,250
45
$787K 0.48%
7,550
-1,100
46
$704K 0.43%
37,550
+1,502
47
$645K 0.39%
6,438
-412
48
$624K 0.38%
11,750
-500
49
$622K 0.38%
19,369
+1,780
50
$574K 0.35%
3,925
+150
1
2
3 4