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
526
$19K ﹤0.01%
+487
527
$19K ﹤0.01%
495
-14,676
528
$19K ﹤0.01%
+450
529
$18K ﹤0.01%
125
530
$18K ﹤0.01%
+95
531
$18K ﹤0.01%
+2,228
532
$18K ﹤0.01%
+3,737
533
$18K ﹤0.01%
+107
534
$18K ﹤0.01%
+641
535
$18K ﹤0.01%
+370
536
$18K ﹤0.01%
+178
537
$18K ﹤0.01%
+210
538
$18K ﹤0.01%
+1,300
539
$17K ﹤0.01%
+580
540
$17K ﹤0.01%
+307
541
$17K ﹤0.01%
+220
542
$17K ﹤0.01%
+676
543
$17K ﹤0.01%
+238
544
$17K ﹤0.01%
+130
545
$17K ﹤0.01%
+646
546
$17K ﹤0.01%
+1,173
547
$17K ﹤0.01%
+1,160
548
$17K ﹤0.01%
+73
549
$16K ﹤0.01%
+300
550
$16K ﹤0.01%
+130
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