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
$185M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$2.98M
3
+$2.57M
4
ISBC
Investors Bancorp, Inc.
ISBC
+$2.45M
5
WBB
Westbury Bancorp, Inc.
WBB
+$1.91M

Top Sells

1
+$5.98M
2
+$3.77M
3
+$3.43M
4
CNOB icon
Center Bancorp
CNOB
+$539K
5
OSHC
Ocean Shore Holding Co.
OSHC
+$528K

Sector Composition

1 Financials 56.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$74M 39.94%
3,820,141
-27,843
2
$21.3M 11.49%
970,938
+135,800
3
$14.4M 7.75%
+568,536
4
$12.2M 6.6%
714,450
+64,193
5
$6.92M 3.74%
161,770
-100
6
$6.9M 3.72%
594,045
-11,755
7
$6.67M 3.6%
535,383
+206,300
8
$5.83M 3.15%
383,414
-225,513
9
$5.37M 2.9%
462,738
-3,364
10
$5.07M 2.73%
330,242
+124,850
11
$4.05M 2.19%
320,589
12
$2.99M 1.62%
201,286
-35,500
13
$2.45M 1.32%
+209,255
14
$2.45M 1.32%
116,717
+3,923
15
$2.28M 1.23%
140,500
+16,800
16
$1.85M 1%
100,000
-26,038
17
$1.83M 0.99%
219,700
+64,800
18
$1.56M 0.84%
+137,000
19
$1.33M 0.72%
120,500
+9,800
20
$1.24M 0.67%
106,634
-324,321
21
$1.11M 0.6%
65,700
+12,500
22
$1.03M 0.56%
100,043
23
$852K 0.46%
52,883
+4,091
24
$844K 0.46%
26,400
-6,000
25
$551K 0.3%
+43,479
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