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
651
$9K ﹤0.01%
+140
652
$9K ﹤0.01%
+215
653
$9K ﹤0.01%
+205
654
$9K ﹤0.01%
1,281
-350,316
655
$9K ﹤0.01%
+250
656
$9K ﹤0.01%
+555
657
$9K ﹤0.01%
+131
658
$9K ﹤0.01%
+345
659
$9K ﹤0.01%
+396
660
$9K ﹤0.01%
+55
661
$8K ﹤0.01%
+145
662
$8K ﹤0.01%
+61
663
$8K ﹤0.01%
+47
664
$8K ﹤0.01%
+275
665
$8K ﹤0.01%
+150
666
$8K ﹤0.01%
+510
667
$8K ﹤0.01%
+306
668
$7K ﹤0.01%
+1
669
$7K ﹤0.01%
135
-5,500
670
$7K ﹤0.01%
+53
671
$7K ﹤0.01%
+73
672
$7K ﹤0.01%
+248
673
$7K ﹤0.01%
+176
674
$7K ﹤0.01%
+209
675
$7K ﹤0.01%
+64
25 26
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