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
$123M
AUM Growth
-$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$5.49M
2 +$3.68M
3 +$3.62M
4
BANC icon
Banc of California
BANC
+$3.55M
5
PGC icon
Peapack-Gladstone Financial
PGC
+$2M

Top Sells

1 +$6.39M
2 +$4.71M
3 +$4.29M
4
SIFI
SI Financial Group, Inc. NEW MD
SIFI
+$3.43M
5
OCFC icon
OceanFirst Financial
OCFC
+$2.25M

Sector Composition

1 Financials 97.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-102,280
27
-195,668
28
-367,496
29
-100,184
30
-69,639
31
-24,528