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
$131M
AUM Growth
-$258K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1 +$8.97M
2 +$6.31M
3 +$2.58M
4
CNOB icon
Center Bancorp
CNOB
+$1.05M
5
MVBF icon
MVB Financial
MVBF
+$902K

Top Sells

1 +$9.18M
2 +$4.91M
3 +$3.08M
4
CSFL
CenterState Bank Corporation Common Stock
CSFL
+$2.18M
5
TOWN icon
Towne Bank
TOWN
+$1.29M

Sector Composition

1 Financials 91.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$15.2M 11.61%
788,298
-43,261
2
$12.4M 9.44%
302,438
-910
3
$12M 9.19%
560,320
-30,000
4
$11.1M 8.45%
454,761
5
$8.97M 6.85%
+302,117
6
$8.84M 6.75%
657,265
+191,537
7
$8.17M 6.24%
479,399
-500
8
$6.31M 4.81%
+381,225
9
$5.31M 4.05%
195,115
-13,951
10
$5.26M 4.01%
356,666
-208,804
11
$4.79M 3.65%
172,800
-17,851
12
$4.24M 3.23%
131,739
+23,900
13
$3M 2.29%
100,184
+10,000
14
$2.62M 2%
176,557
+1,267
15
$2.36M 1.8%
66,766
16
$2.15M 1.64%
189,802
17
$2.14M 1.63%
108,862
18
$2.13M 1.63%
142,223
19
$2.12M 1.62%
121,100
20
$2.08M 1.58%
69,639
-72,982
21
$1.49M 1.14%
99,192
22
$1.37M 1.05%
98,846
23
$1.33M 1.02%
79,339
24
$1.05M 0.8%
+42,100
25
$924K 0.71%
85,825