LBC
Lawrence B. Cohen Portfolio holdings
AUM
$2.06M
This Quarter Return
-6.36%
1 Year Return
+34.47%
3 Year Return
+41.85%
5 Year Return
+126.64%
10 Year Return
+272.69%
AUM
$169M
AUM Growth
+$169M
(-34%)
Cap. Flow
-$71.3M
Cap. Flow
% of AUM
-42.26%
Top 10 Holdings %
Top 10 Hldgs %
40.19%
Holding
100
New
2
Increased
27
Reduced
27
Closed
37
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$719K |
| 2 |
Nike
NKE
|
$337K |
| 3 |
Salesforce
CRM
|
$329K |
| 4 |
Danaher
DHR
|
$309K |
| 5 |
Walt Disney
DIS
|
$302K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$8.29M |
| 2 |
Tesla
TSLA
|
$7.75M |
| 3 |
Apple
AAPL
|
$5.88M |
| 4 |
NVIDIA
NVDA
|
$4.9M |
| 5 |
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% |
