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
701
$6K ﹤0.01%
+300
702
$6K ﹤0.01%
+80
703
$6K ﹤0.01%
+1,000
704
$6K ﹤0.01%
+442
705
$6K ﹤0.01%
+133
706
$6K ﹤0.01%
+137
707
$5K ﹤0.01%
+80
708
$5K ﹤0.01%
+113
709
$5K ﹤0.01%
31
-10,686
710
$5K ﹤0.01%
+216
711
$5K ﹤0.01%
+136
712
$5K ﹤0.01%
+49
713
$5K ﹤0.01%
+230
714
$5K ﹤0.01%
+167
715
$5K ﹤0.01%
+57
716
$5K ﹤0.01%
+200
717
$5K ﹤0.01%
+64
718
$5K ﹤0.01%
+113
719
$5K ﹤0.01%
+170
720
$5K ﹤0.01%
+87
721
$5K ﹤0.01%
+62
722
$5K ﹤0.01%
+186
723
$5K ﹤0.01%
+65
724
$5K ﹤0.01%
+42
725
$5K ﹤0.01%
+89
27 28
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