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
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+102
781
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782
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783
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784
$3K ﹤0.01%
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785
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786
$3K ﹤0.01%
+127
787
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788
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+128
789
$3K ﹤0.01%
+46
790
$3K ﹤0.01%
+142
791
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+52
792
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793
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794
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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