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
$156M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1 +$876K
2 +$852K
3 +$823K
4
CHD icon
Church & Dwight Co
CHD
+$211K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$201K

Top Sells

1 +$2.32M
2 +$847K
3 +$635K
4
BMY icon
Bristol-Myers Squibb
BMY
+$634K
5
CVS icon
CVS Health
CVS
+$568K

Sector Composition

1 Technology 28.17%
2 Healthcare 14.18%
3 Financials 11.46%
4 Consumer Discretionary 10.92%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$876K 0.56%
+3,896
52
$823K 0.53%
+5,726
53
$815K 0.52%
8,642
-430
54
$601K 0.38%
4,125
55
$342K 0.22%
1,800
56
$331K 0.21%
1,014
57
$328K 0.21%
5,850
58
$296K 0.19%
1,131
59
$239K 0.15%
769
-35
60
$226K 0.15%
664
61
$220K 0.14%
97,165
62
$211K 0.14%
+2,105
63
$201K 0.13%
+420
64
$38K 0.02%
12,850
65
$16.7K 0.01%
11,126
66
$6.42K ﹤0.01%
748