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
776
$3K ﹤0.01%
+83
777
$3K ﹤0.01%
+8
778
$3K ﹤0.01%
+31
779
$3K ﹤0.01%
+99
780
$3K ﹤0.01%
+102
781
$3K ﹤0.01%
+34
782
$3K ﹤0.01%
+72
783
$3K ﹤0.01%
+80
784
$3K ﹤0.01%
+162
785
$3K ﹤0.01%
+31
786
$3K ﹤0.01%
+127
787
$3K ﹤0.01%
+16
788
$3K ﹤0.01%
+128
789
$3K ﹤0.01%
+46
790
$3K ﹤0.01%
+142
791
$3K ﹤0.01%
+52
792
$3K ﹤0.01%
+61
793
$3K ﹤0.01%
+49
794
$3K ﹤0.01%
+67
795
$3K ﹤0.01%
+124
796
$3K ﹤0.01%
+150
797
$3K ﹤0.01%
+111
798
$3K ﹤0.01%
+280
799
$3K ﹤0.01%
+177
800
$3K ﹤0.01%
+84
30 31
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