LDB

Lee, Danner & Bass Portfolio holdings

AUM $1.29B
1-Year Est. Return 20.52%
This Quarter Est. Return
1 Year Est. Return
+20.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$946M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Sells

1 +$1.37M
2 +$1.27M
3 +$1.05M
4
ACN icon
Accenture
ACN
+$661K
5
AMZN icon
Amazon
AMZN
+$604K

Sector Composition

1 Financials 28.58%
2 Healthcare 14.31%
3 Technology 10.53%
4 Industrials 10.49%
5 Communication Services 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-3,000