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
$149M
AUM Growth
-$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$286K
2
+$278K
3
+$263K
4
GD icon
General Dynamics
GD
+$226K
5
MDT icon
Medtronic
MDT
+$183K

Top Sells

1
+$5.49M
2
+$4.14M
3
+$3.73M
4
URI icon
United Rentals
URI
+$3.32M
5
TSLA icon
Tesla
TSLA
+$3.23M

Sector Composition

1 Technology 26.71%
2 Healthcare 14.75%
3 Financials 12.04%
4 Consumer Discretionary 10.51%
5 Consumer Staples 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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