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
576
$14K ﹤0.01%
+225
577
$13K ﹤0.01%
+212
578
$13K ﹤0.01%
+650
579
$13K ﹤0.01%
+100
580
$13K ﹤0.01%
+600
581
$13K ﹤0.01%
+408
582
$13K ﹤0.01%
+360
583
$13K ﹤0.01%
+260
584
$13K ﹤0.01%
+320
585
$13K ﹤0.01%
+249
586
$13K ﹤0.01%
+250
587
$13K ﹤0.01%
+172
588
$12K ﹤0.01%
+110
589
$12K ﹤0.01%
+177
590
$12K ﹤0.01%
+260
591
$12K ﹤0.01%
+263
592
$12K ﹤0.01%
+1,188
593
$12K ﹤0.01%
+1,000
594
$12K ﹤0.01%
+320
595
$12K ﹤0.01%
+267
596
$12K ﹤0.01%
+174
597
$12K ﹤0.01%
+130
598
$12K ﹤0.01%
+470
599
$12K ﹤0.01%
+428
600
$12K ﹤0.01%
+88
22 23
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