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
$65.3M
AUM Growth
-$8.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$4.55M
2 +$669K
3 +$345K

Top Sells

1 +$6.53M
2 +$1.12M
3 +$125K
4
PBIP
Prudential Bancorp, Inc.
PBIP
+$52.7K

Sector Composition

1 Financials 99.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BWFG icon
1
Bankwell Financial Group
BWFG
$322M
$9.92M 15.19%
700,773
MLVF
2
DELISTED
Malvern Bancorp, Inc.
MLVF
$8.33M 12.76%
705,782
PBIP
3
DELISTED
Prudential Bancorp, Inc.
PBIP
$8.24M 12.62%
781,477
-5,000
CLBK icon
4
Columbia Financial
CLBK
$1.44B
$5.13M 7.86%
462,325
KRNY icon
5
Kearny Financial
KRNY
$407M
$4.55M 6.98%
+631,342
HVBC
6
DELISTED
HV Bancorp, Inc. Common Stock
HVBC
$2.99M 4.58%
223,164
BANC icon
7
Banc of California
BANC
$2.53B
$2.95M 4.52%
291,509
RMBI icon
8
Richmond Mutual Bancorp
RMBI
$133M
$2.9M 4.44%
273,917
+32,571
HONE icon
9
HarborOne Bancorp
HONE
$582M
$2.54M 3.89%
314,492
PBFS icon
10
Pioneer Bancorp
PBFS
$329M
$2.07M 3.18%
233,359
MSVB
11
DELISTED
Mid-Southern Bancorp, Inc.
MSVB
$2.06M 3.15%
159,375
STL
12
DELISTED
Sterling Bancorp
STL
$2.06M 3.15%
195,418
CNOB icon
13
Center Bancorp
CNOB
$1.18B
$1.77M 2.71%
125,701
PGC icon
14
Peapack-Gladstone Financial
PGC
$464M
$1.72M 2.63%
113,351
CARE icon
15
Carter Bankshares
CARE
$416M
$1.61M 2.47%
242,123
-18,809
PVBC icon
16
Provident Bancorp
PVBC
$221M
$1.49M 2.28%
190,839
NBN icon
17
Northeast Bank
NBN
$776M
$880K 1.35%
47,835
ISBC
18
DELISTED
Investors Bancorp, Inc.
ISBC
$851K 1.3%
117,177
WSBF icon
19
Waterstone Financial
WSBF
$275M
$736K 1.13%
47,507
VLY icon
20
Valley National Bancorp
VLY
$5.49B
$669K 1.03%
+97,665
SLCT
21
DELISTED
Select Bancorp, Inc.
SLCT
$524K 0.8%
72,918
EVBN
22
DELISTED
Evans Bancorp Inc
EVBN
$502K 0.77%
22,548
FUNC icon
23
First United
FUNC
$221M
$450K 0.69%
38,438
CBMB
24
DELISTED
CBM Bancorp, Inc.
CBMB
$185K 0.28%
15,113
CIVB icon
25
Civista Bancshares
CIVB
$386M
$155K 0.24%
12,420