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
$169M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$909K
2 +$715K
3 +$609K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$608K
5
MMM icon
3M
MMM
+$386K

Top Sells

1 +$3.03M
2 +$701K
3 +$417K
4
IBM icon
IBM
IBM
+$212K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$173K

Sector Composition

1 Technology 21.33%
2 Healthcare 18.63%
3 Financials 12.47%
4 Communication Services 9.13%
5 Consumer Staples 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$114K 0.07%
13,350
77
-1,070
78
-3,219
79
-1,525