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
76
-6,425
77
-3,400
78
-2,398
79
-2,948