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
$196M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$305K
3 +$267K
4
PYPL icon
PayPal
PYPL
+$203K
5
ADBE icon
Adobe
ADBE
+$142K

Top Sells

1 +$1.63M
2 +$420K
3 +$405K
4
INTC icon
Intel
INTC
+$339K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$331K

Sector Composition

1 Technology 26.04%
2 Healthcare 17.23%
3 Financials 13.77%
4 Communication Services 12.26%
5 Consumer Discretionary 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,000