LGA

Lebenthal Global Advisors Portfolio holdings

AUM $536M
1-Year Est. Return 10.06%
This Quarter Est. Return
1 Year Est. Return
+10.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1 +$24M
2 +$16.7M
3 +$15.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.74M
5
AAPL icon
Apple
AAPL
+$4.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.05%
2 Financials 4.03%
3 Consumer Discretionary 3.71%
4 Healthcare 3.63%
5 Industrials 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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