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
476
$25K ﹤0.01%
1,552
-12,000
477
$25K ﹤0.01%
+955
478
$25K ﹤0.01%
+465
479
$24K ﹤0.01%
+680
480
$24K ﹤0.01%
+313
481
$24K ﹤0.01%
+170
482
$24K ﹤0.01%
+790
483
$24K ﹤0.01%
+1,100
484
$23K ﹤0.01%
1,500
-9,000
485
$23K ﹤0.01%
+390
486
$23K ﹤0.01%
+189
487
$23K ﹤0.01%
+961
488
$23K ﹤0.01%
+352
489
$23K ﹤0.01%
+190
490
$23K ﹤0.01%
+225
491
$23K ﹤0.01%
+220
492
$23K ﹤0.01%
+380
493
$23K ﹤0.01%
+1,710
494
$22K ﹤0.01%
+727
495
$22K ﹤0.01%
+685
496
$22K ﹤0.01%
+634
497
$22K ﹤0.01%
+280
498
$22K ﹤0.01%
+3,760
499
$22K ﹤0.01%
+188
500
$22K ﹤0.01%
+1,000
18 19
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