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
801
$3K ﹤0.01%
+90
802
$2K ﹤0.01%
+28
803
$2K ﹤0.01%
+33
804
$2K ﹤0.01%
+75
805
$2K ﹤0.01%
+150
806
$2K ﹤0.01%
+157
807
$2K ﹤0.01%
+109
808
$2K ﹤0.01%
+50
809
$2K ﹤0.01%
+22
810
$2K ﹤0.01%
+39
811
$2K ﹤0.01%
+90
812
$2K ﹤0.01%
+130
813
$2K ﹤0.01%
+141
814
$2K ﹤0.01%
+65
815
$2K ﹤0.01%
+200
816
$1K ﹤0.01%
+4
817
$1K ﹤0.01%
9
-3,304
818
$1K ﹤0.01%
+30
819
$1K ﹤0.01%
+17
820
$1K ﹤0.01%
+14
821
$1K ﹤0.01%
+53
822
$1K ﹤0.01%
+7
823
$1K ﹤0.01%
+3
824
$1K ﹤0.01%
+41
825
$1K ﹤0.01%
+700
31 32
33
34 35