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

Top Buys

1
+$8.29M
2
+$7.59M
3
+$4.76M
4
NFLX icon
Netflix
NFLX
+$3.64M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$3.39M

Top Sells

1
+$1.99M
2
+$1.96M
3
+$1.23M
4
PG icon
Procter & Gamble
PG
+$1.04M
5
EW icon
Edwards Lifesciences
EW
+$963K

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
– –
-4,052
102
– –
-3,040
103
– –
-10,000
104
– –
-3,649
105
– –
-3,800
106
– –
-2,550
1 2 3 4
5