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
$150M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$737K
2 +$299K
3 +$288K
4
AMT icon
American Tower
AMT
+$241K
5
ADBE icon
Adobe
ADBE
+$237K

Top Sells

1 +$1.77M
2 +$351K
3 +$319K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$291K
5
ED icon
Consolidated Edison
ED
+$203K

Sector Composition

1 Technology 24.18%
2 Healthcare 18.33%
3 Financials 11.01%
4 Communication Services 10.5%
5 Consumer Discretionary 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-29,846
77
-15,926