LH
Lebenthal Holdings Portfolio holdings
AUM
$806M
This Quarter Return
+3.66%
1 Year Return
+2.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$227M
AUM Growth
–
Cap. Flow
+$227M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.06%
Holding
213
New
213
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$8.85M |
| 2 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$6.98M |
| 3 |
Pfizer
PFE
|
$5.63M |
| 4 |
Intel
INTC
|
$5.27M |
| 5 |
Johnson & Johnson
JNJ
|
$5.23M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 17.92% |
| 2 | Technology | 16.4% |
| 3 | Energy | 13.62% |
| 4 | Industrials | 10.75% |
| 5 | Financials | 8.44% |
