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
726
$5K ﹤0.01%
+525
727
$5K ﹤0.01%
+70
728
$5K ﹤0.01%
+94
729
$5K ﹤0.01%
+64
730
$5K ﹤0.01%
+94
731
$5K ﹤0.01%
+34
732
$5K ﹤0.01%
+42
733
$5K ﹤0.01%
+82
734
$5K ﹤0.01%
+556
735
$5K ﹤0.01%
+120
736
$5K ﹤0.01%
+295
737
$5K ﹤0.01%
+235
738
$4K ﹤0.01%
+144
739
$4K ﹤0.01%
+145
740
$4K ﹤0.01%
+77
741
$4K ﹤0.01%
+181
742
$4K ﹤0.01%
+62
743
$4K ﹤0.01%
+238
744
$4K ﹤0.01%
+45
745
$4K ﹤0.01%
+46
746
$4K ﹤0.01%
+170
747
$4K ﹤0.01%
280
-95,047
748
$4K ﹤0.01%
99
-31,456
749
$4K ﹤0.01%
38
-9,397
750
$4K ﹤0.01%
+58
28 29
30
31 32