LBS

Lawrence B. Seidman Portfolio holdings

AUM $79.8M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
-15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Sells

1 +$11.4M
2 +$6.51M
3 +$4.88M
4
WBB
Westbury Bancorp, Inc.
WBB
+$1.64M
5
BWFG icon
Bankwell Financial Group
BWFG
+$566K

Sector Composition

1 Financials 91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$734K 0.56%
60,000
27
$602K 0.46%
+50,000
28
$485K 0.37%
24,121
-242,700
29
-77,478
30
-252,674