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
451
$28K ﹤0.01%
+426
452
$28K ﹤0.01%
+287
453
$28K ﹤0.01%
+659
454
$28K ﹤0.01%
+352
455
$27K ﹤0.01%
+734
456
$27K ﹤0.01%
+720
457
$27K ﹤0.01%
+163
458
$27K ﹤0.01%
+1,005
459
$27K ﹤0.01%
+2,000
460
$27K ﹤0.01%
+1,388
461
$27K ﹤0.01%
+1,049
462
$27K ﹤0.01%
+428
463
$27K ﹤0.01%
+630
464
$27K ﹤0.01%
+315
465
$27K ﹤0.01%
+851
466
$26K ﹤0.01%
+1,846
467
$26K ﹤0.01%
+155
468
$26K ﹤0.01%
+1,406
469
$26K ﹤0.01%
+625
470
$26K ﹤0.01%
+475
471
$26K ﹤0.01%
+1,000
472
$26K ﹤0.01%
+1,000
473
$25K ﹤0.01%
+800
474
$25K ﹤0.01%
+1,380
475
$25K ﹤0.01%
+370
17 18
19
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