LBC
Lawrence B. Cohen Portfolio holdings
AUM
$2.06M
This Quarter Return
+2.62%
1 Year Return
+34.47%
3 Year Return
+41.85%
5 Year Return
+126.64%
10 Year Return
+272.69%
AUM
$167M
AUM Growth
+$167M
(+9.4%)
Cap. Flow
+$10.6M
Cap. Flow
% of AUM
6.33%
Top 10 Holdings %
Top 10 Hldgs %
41.86%
Holding
93
New
22
Increased
34
Reduced
29
Closed
4
Top Buys
| 1 |
Biogen
BIIB
|
$1.42M |
| 2 |
Comcast
CMCSA
|
$1.35M |
| 3 |
T Rowe Price
TROW
|
$1.01M |
| 4 |
Apple
AAPL
|
$988K |
| 5 |
Microsoft
MSFT
|
$887K |
Top Sells
| 1 |
Corning
GLW
|
$1.14M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.07M |
| 3 |
Qualcomm
QCOM
|
$981K |
| 4 |
Edwards Lifesciences
EW
|
$960K |
| 5 |
Humana
HUM
|
$793K |
Sector Composition
| 1 | Healthcare | 25.32% |
| 2 | Technology | 18.29% |
| 3 | Consumer Staples | 9.5% |
| 4 | Industrials | 8.21% |
| 5 | Energy | 7.51% |
