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
401
$38K ﹤0.01%
+1,176
402
$38K ﹤0.01%
+365
403
$37K ﹤0.01%
+1,455
404
$37K ﹤0.01%
+905
405
$37K ﹤0.01%
+1,450
406
$37K ﹤0.01%
+825
407
$36K ﹤0.01%
1,613
-7,650
408
$36K ﹤0.01%
+606
409
$36K ﹤0.01%
+1,075
410
$36K ﹤0.01%
+2,500
411
$36K ﹤0.01%
+611
412
$35K ﹤0.01%
+212
413
$35K ﹤0.01%
+605
414
$35K ﹤0.01%
+2,994
415
$35K ﹤0.01%
+1,100
416
$35K ﹤0.01%
+300
417
$35K ﹤0.01%
+725
418
$35K ﹤0.01%
+860
419
$35K ﹤0.01%
+2,000
420
$34K ﹤0.01%
+1,260
421
$33K ﹤0.01%
+107
422
$33K ﹤0.01%
+36
423
$33K ﹤0.01%
+1,505
424
$33K ﹤0.01%
+740
425
$33K ﹤0.01%
+2,227
15 16
17
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