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
$142M
AUM Growth
-$715K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$689K
2
+$605K
3
+$97.3K
4
MSBF
MSB Financial Corp.
MSBF
+$92.3K

Top Sells

1
+$14.7M
2
+$6.66M
3
+$1.47M
4
WSBF icon
Waterstone Financial
WSBF
+$966K
5
WBB
Westbury Bancorp, Inc.
WBB
+$434K

Sector Composition

1 Financials 75.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.2M 17.77%
603,344
+2,327
2
$14.6M 10.28%
779,399
-51,571
3
$13M 9.13%
750,318
+35,023
4
$9.42M 6.64%
445,398
-8,088
5
$9.33M 6.57%
596,220
+5,900
6
$8.87M 6.25%
565,470
-23,375
7
$8.73M 6.15%
460,587
-351,206
8
$7.52M 5.29%
252,647
-13,506
9
$5.39M 3.8%
317,235
-86,582
10
$5.32M 3.74%
254,317
-4,683
11
$5.27M 3.71%
281,025
-19,419
12
$4.96M 3.49%
160,398
13
$4.43M 3.12%
136,170
14
$2.83M 2%
161,351
-16,000
15
$2.71M 1.91%
90,184
16
$2.22M 1.57%
102,478
-20,000
17
$2.03M 1.43%
76,441
-4,000
18
$1.94M 1.36%
66,766
+23,766
19
$1.88M 1.32%
189,802
20
$1.75M 1.24%
97,722
-1,820
21
$1.28M 0.91%
145,053
-4,746
22
$1.01M 0.71%
62,700
23
$923K 0.65%
59,000
24
$850K 0.6%
85,825
-2,185
25
$519K 0.37%
39,923
1
2