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
$345M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.57%
2 Healthcare 2.57%
3 Financials 2.55%
4 Energy 1.37%
5 Consumer Discretionary 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,518