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
$73.8M
AUM Growth
-$8.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$614K
2
+$524K
3
+$137K

Top Sells

1
+$2.34M
2
+$1.71M
3
+$1.33M
4
CLBK icon
Columbia Financial
CLBK
+$1.12M
5
WTFC icon
Wintrust Financial
WTFC
+$986K

Sector Composition

1 Financials 99.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-20,000
27
– –
-30,000
28
– –
-121,100
29
– –
-157,005
1
2