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
$162M
AUM Growth
+$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Sells

1 +$691K
2 +$499K
3 +$106K
4
NFBK icon
Northfield Bancorp
NFBK
+$7.72K

Sector Composition

1 Financials 60.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$73.1M 45.27%
3,847,984
+485
2
$16.3M 10.11%
835,138
+63,789
3
$11M 6.78%
650,257
+28,950
4
$7.83M 4.85%
608,927
-600
5
$6.83M 4.23%
605,800
6
$5.98M 3.7%
327,154
7
$4.96M 3.07%
466,102
8
$4.83M 2.99%
161,870
9
$4.66M 2.88%
430,955
+7,029
10
$3.55M 2.2%
320,589
11
$3.4M 2.1%
329,083
12
$3.37M 2.08%
236,786
-35,099
13
$3.01M 1.86%
205,392
+300
14
$2.26M 1.4%
126,038
-38,600
15
$2M 1.24%
112,794
+49,247
16
$1.9M 1.18%
123,700
+7,600
17
$1.19M 0.74%
110,700
+11,300
18
$1.17M 0.72%
154,900
19
$1.06M 0.65%
32,400
20
$975K 0.6%
100,043
+3,000
21
$838K 0.52%
+53,200
22
$722K 0.45%
+48,792
23
$336K 0.21%
16,799
24
$254K 0.16%
16,042
-6,704