LAM

Lebenthal Asset Management Portfolio holdings

AUM $807M
1-Year Est. Return 16.82%
This Quarter Est. Return
1 Year Est. Return
+16.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$771M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.23M
3
+$2.12M
4
EEFT icon
Euronet Worldwide
EEFT
+$2.04M
5
JNPR
Juniper Networks
JNPR
+$1.94M

Top Sells

1
+$2.64M
2
+$2.46M
3
+$2.45M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.3M
5
SPG icon
Simon Property Group
SPG
+$2.18M

Sector Composition

1 Technology 13.86%
2 Healthcare 13.07%
3 Financials 11.8%
4 Industrials 11.68%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$46K 0.01%
+422
377
$46K 0.01%
+570
378
$46K 0.01%
+2,000
379
$46K 0.01%
+1,200
380
$45K 0.01%
+555
381
$44K 0.01%
+5,255
382
$44K 0.01%
+375
383
$44K 0.01%
+1,050
384
$43K 0.01%
+350
385
$43K 0.01%
+1,004
386
$43K 0.01%
+814
387
$42K 0.01%
+2,000
388
$42K 0.01%
+2,458
389
$42K 0.01%
600
-4,000
390
$42K 0.01%
+550
391
$41K 0.01%
+550
392
$41K 0.01%
+452
393
$41K 0.01%
+260
394
$41K 0.01%
+449
395
$41K 0.01%
+1,471
396
$40K 0.01%
+149
397
$40K 0.01%
+1,200
398
$40K 0.01%
+363
399
$39K 0.01%
+845
400
$38K ﹤0.01%
+1,536
14 15
16
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