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
426
$32K ﹤0.01%
508
-1,564
427
$32K ﹤0.01%
+984
428
$32K ﹤0.01%
+866
429
$31K ﹤0.01%
+848
430
$31K ﹤0.01%
+300
431
$31K ﹤0.01%
+855
432
$31K ﹤0.01%
+794
433
$31K ﹤0.01%
+610
434
$31K ﹤0.01%
+435
435
$31K ﹤0.01%
+1,770
436
$30K ﹤0.01%
+830
437
$30K ﹤0.01%
+950
438
$30K ﹤0.01%
+200
439
$30K ﹤0.01%
+783
440
$30K ﹤0.01%
+400
441
$30K ﹤0.01%
+3,909
442
$29K ﹤0.01%
+620
443
$29K ﹤0.01%
+747
444
$29K ﹤0.01%
432
-3,007
445
$29K ﹤0.01%
+350
446
$29K ﹤0.01%
+561
447
$29K ﹤0.01%
+670
448
$29K ﹤0.01%
+1,520
449
$29K ﹤0.01%
+216
450
$28K ﹤0.01%
+593
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