We are live on ! Find out more
LA

LBP AM Portfolio holdings

AUM $7.31B
1-Year Est. Return 29.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.23B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$30.2M
3
+$18.5M
4
AVGO icon
Broadcom
AVGO
+$10.9M
5
KO icon
Coca-Cola
KO
+$9.88M

Top Sells

1
+$13.1M
2
+$12.5M
3
+$10.1M
4
CTLT
CATALENT, INC.
CTLT
+$10M
5
ISRG icon
Intuitive Surgical
ISRG
+$8.09M

Sector Composition

1 Technology 30.75%
2 Healthcare 14.78%
3 Financials 11.04%
4 Industrials 9.53%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-79,712
452
– –
-12,861
453
– –
-11,172
454
– –
-55,360
455
– –
-9,088
456
– –
-34,949
457
– –
-2,983
458
– –
-30,023
459
– –
-271,222
460
– –
-48,283
461
– –
-43,860
462
– –
-10,529
463
– –
-17,045
464
– –
-4,476
465
– –
-12,923
466
– –
-152,492
467
– –
-70,680
468
– –
-27,531
15 16 17 18
19