LBC

Lawrence B. Cohen Portfolio holdings

AUM $2.06M
1-Year Est. Return 34.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$838K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$590K
2
+$444K
3
+$416K
4
VZ icon
Verizon
VZ
+$403K
5
TROW icon
T. Rowe Price
TROW
+$290K

Top Sells

1
+$1.71M
2
+$1.1M
3
+$804K
4
QCOM icon
Qualcomm
QCOM
+$653K
5
GLW icon
Corning
GLW
+$494K

Sector Composition

1 Healthcare 25.41%
2 Technology 19.91%
3 Consumer Staples 9.37%
4 Industrials 8.41%
5 Financials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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