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
$190M
AUM Growth
-$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.17M
2 +$1.97M
3 +$1.5M
4
AZN icon
AstraZeneca
AZN
+$250K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$238K

Top Sells

1 +$2.27M
2 +$987K
3 +$860K
4
AAPL icon
Apple
AAPL
+$750K
5
PEP icon
PepsiCo
PEP
+$736K

Sector Composition

1 Technology 27.19%
2 Healthcare 16.47%
3 Financials 13.59%
4 Communication Services 11.24%
5 Consumer Discretionary 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,006
77
-1,217