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
751
$4K ﹤0.01%
+28
752
$4K ﹤0.01%
+173
753
$4K ﹤0.01%
+61
754
$4K ﹤0.01%
+164
755
$4K ﹤0.01%
+45
756
$4K ﹤0.01%
17
-9,271
757
$4K ﹤0.01%
+300
758
$4K ﹤0.01%
+90
759
$4K ﹤0.01%
+40
760
$4K ﹤0.01%
+113
761
$4K ﹤0.01%
+32
762
$4K ﹤0.01%
+58
763
$4K ﹤0.01%
101
-37,078
764
$4K ﹤0.01%
+57
765
$4K ﹤0.01%
+87
766
$4K ﹤0.01%
+177
767
$4K ﹤0.01%
+84
768
$4K ﹤0.01%
+56
769
$4K ﹤0.01%
+42
770
$4K ﹤0.01%
+126
771
$4K ﹤0.01%
55
-27,222
772
$4K ﹤0.01%
+100
773
$4K ﹤0.01%
+77
774
$4K ﹤0.01%
+172
775
$4K ﹤0.01%
+88
29 30
31
32 33