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

Top Buys

1
+$2.12M
2
+$1.94M
3
+$1.83M
4
EL icon
Estee Lauder
EL
+$1.69M
5
AMZN icon
Amazon
AMZN
+$842K

Top Sells

1
+$980K
2
+$973K
3
+$744K
4
SYK icon
Stryker
SYK
+$598K
5
USB icon
US Bancorp
USB
+$530K

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
1 2 3
4