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
601
$12K ﹤0.01%
+439
602
$12K ﹤0.01%
+485
603
$12K ﹤0.01%
+90
604
$12K ﹤0.01%
+295
605
$11K ﹤0.01%
+177
606
$11K ﹤0.01%
+40
607
$11K ﹤0.01%
+307
608
$11K ﹤0.01%
+81
609
$11K ﹤0.01%
+355
610
$11K ﹤0.01%
+140
611
$11K ﹤0.01%
+285
612
$11K ﹤0.01%
+400
613
$11K ﹤0.01%
250
-6,750
614
$11K ﹤0.01%
+134
615
$11K ﹤0.01%
+100
616
$11K ﹤0.01%
+750
617
$11K ﹤0.01%
+800
618
$11K ﹤0.01%
+200
619
$11K ﹤0.01%
+330
620
$11K ﹤0.01%
+430
621
$11K ﹤0.01%
+445
622
$11K ﹤0.01%
+225
623
$10K ﹤0.01%
+210
624
$10K ﹤0.01%
+13
625
$10K ﹤0.01%
+133
23 24
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