LFR

Lehman Financial Resources Portfolio holdings

AUM $213M
1-Year Est. Return 12.03%
This Quarter Est. Return
1 Year Est. Return
+12.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1 +$52.7M
2 +$4.81M
3 +$4.8M
4
MSFT icon
Microsoft
MSFT
+$4.55M
5
EPD icon
Enterprise Products Partners
EPD
+$4.01M

Top Sells

No sells this quarter

Sector Composition

1 Utilities 40.36%
2 Energy 20.22%
3 Financials 8.26%
4 Healthcare 6.94%
5 Technology 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$0 ﹤0.01%
+13
352
$0 ﹤0.01%
+1
353
0
354
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355
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356
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357
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359
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360
$0 ﹤0.01%
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361
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+150
362
$0 ﹤0.01%
+41
363
$0 ﹤0.01%
+4
364
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+51
365
$0 ﹤0.01%
+34