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
$147M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$993K
3 +$653K
4
WSBF icon
Waterstone Financial
WSBF
+$586K
5
BHBK
Blue Hills Bancorp, Inc.
BHBK
+$140K

Sector Composition

1 Financials 64.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$22.9M 15.57%
1,407,170
+260
2
$17.3M 11.76%
583,536
3
$11.1M 7.52%
654,855
-41,665
4
$11.1M 7.51%
+991,241
5
$9.76M 6.62%
672,800
+5,000
6
$9.05M 6.15%
724,828
-194,700
7
$8.59M 5.83%
650,833
+44,400
8
$7.88M 5.35%
533,483
9
$6.92M 4.7%
594,045
10
$6.22M 4.22%
444,635
+8,107
11
$5.72M 3.88%
263,959
+6,000
12
$3.99M 2.71%
230,242
13
$3.94M 2.68%
265,483
+66,900
14
$3.21M 2.18%
266,700
15
$2.82M 1.91%
265,400
16
$2.33M 1.59%
108,437
-169,000
17
$2.29M 1.56%
182,168
18
$2.27M 1.54%
153,351
19
$2M 1.36%
147,586
+10,000
20
$1.8M 1.22%
146,168
-10,700
21
$1.71M 1.16%
75,000
-25,000
22
$1.55M 1.06%
111,098
+10,000
23
$1.44M 0.98%
80,441
24
$877K 0.6%
62,300
+46,400
25
$469K 0.32%
31,167