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
551
$16K ﹤0.01%
+658
552
$16K ﹤0.01%
+200
553
$16K ﹤0.01%
+150
554
$16K ﹤0.01%
+14
555
$16K ﹤0.01%
+270
556
$16K ﹤0.01%
+403
557
$16K ﹤0.01%
+360
558
$16K ﹤0.01%
+586
559
$16K ﹤0.01%
+2,279
560
$16K ﹤0.01%
+295
561
$15K ﹤0.01%
+368
562
$15K ﹤0.01%
+380
563
$15K ﹤0.01%
+405
564
$15K ﹤0.01%
+1,020
565
$15K ﹤0.01%
+197
566
$15K ﹤0.01%
+576
567
$15K ﹤0.01%
+200
568
$15K ﹤0.01%
+724
569
$15K ﹤0.01%
+631
570
$15K ﹤0.01%
+330
571
$15K ﹤0.01%
+406
572
$14K ﹤0.01%
+528
573
$14K ﹤0.01%
+210
574
$14K ﹤0.01%
+235
575
$14K ﹤0.01%
+855
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