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
$153M
AUM Growth
+$8.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$2.23M
2 +$1.86M
3 +$1.82M
4
EL icon
Estee Lauder
EL
+$1.75M
5
WMT icon
Walmart
WMT
+$854K

Top Sells

1 +$1M
2 +$973K
3 +$777K
4
SYK icon
Stryker
SYK
+$603K
5
USB icon
US Bancorp
USB
+$543K

Sector Composition

1 Technology 19.12%
2 Healthcare 17.86%
3 Financials 12.31%
4 Consumer Staples 12.06%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,823
77
-2,925
78
-20,554