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
-$5.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$721K
2 +$494K
3 +$342K
4
VZ icon
Verizon
VZ
+$306K
5
ACIU icon
AC Immune
ACIU
+$297K

Top Sells

1 +$1.88M
2 +$1.16M
3 +$1.02M
4
EW icon
Edwards Lifesciences
EW
+$1.02M
5
MDT icon
Medtronic
MDT
+$973K

Sector Composition

1 Healthcare 23.72%
2 Technology 18.83%
3 Financials 9.95%
4 Industrials 9.08%
5 Consumer Staples 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,000
77
-6,207