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
$169M
AUM Growth
-$87.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$661K
2
+$352K
3
+$334K
4
DIS icon
Walt Disney
DIS
+$318K
5
DHR icon
Danaher
DHR
+$297K

Top Sells

1
+$8.29M
2
+$6.71M
3
+$5.66M
4
NVDA icon
NVIDIA
NVDA
+$4.5M
5
NFLX icon
Netflix
NFLX
+$3.64M

Sector Composition

1 Technology 29.19%
2 Healthcare 14.44%
3 Financials 13.25%
4 Consumer Discretionary 10.85%
5 Communication Services 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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