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
676
$7K ﹤0.01%
+34
677
$6K ﹤0.01%
+186
678
$6K ﹤0.01%
+120
679
$6K ﹤0.01%
+180
680
$6K ﹤0.01%
+395
681
$6K ﹤0.01%
+203
682
$6K ﹤0.01%
+40
683
$6K ﹤0.01%
+120
684
$6K ﹤0.01%
+240
685
$6K ﹤0.01%
+150
686
$6K ﹤0.01%
+65
687
$6K ﹤0.01%
+65
688
$6K ﹤0.01%
59
-25,998
689
$6K ﹤0.01%
+210
690
$6K ﹤0.01%
+325
691
$6K ﹤0.01%
+109
692
$6K ﹤0.01%
+71
693
$6K ﹤0.01%
+177
694
$6K ﹤0.01%
+35
695
$6K ﹤0.01%
+165
696
$6K ﹤0.01%
+180
697
$6K ﹤0.01%
77
-31,431
698
$6K ﹤0.01%
+145
699
$6K ﹤0.01%
+100
700
$6K ﹤0.01%
+132
26 27
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