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
$256M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$7.23M
3
+$4.45M
4
NFLX icon
Netflix
NFLX
+$3.86M
5
URI icon
United Rentals
URI
+$3.54M

Top Sells

1
+$1.89M
2
+$1.86M
3
+$1.21M
4
INTC icon
Intel
INTC
+$951K
5
PG icon
Procter & Gamble
PG
+$941K

Sector Composition

1 Technology 25.08%
2 Consumer Discretionary 15.32%
3 Financials 11%
4 Healthcare 10.47%
5 Communication Services 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,040
102
– –
-2,550
103
– –
-1,035
104
– –
-10,000
105
– –
-3,649
106
– –
-3,800
1 2 3 4
5