LFR
Lehman Financial Resources Portfolio holdings
AUM
$213M
1-Year Return
12.03%
This Quarter Return
+3.11%
1 Year Return
+12.03%
3 Year Return
+58.21%
5 Year Return
+68.37%
10 Year Return
–
AUM
$148M
AUM Growth
–
Cap. Flow
+$148M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.96%
Holding
365
New
363
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
$52.7M |
| 2 |
BP
BP
|
$4.81M |
| 3 |
iShares MSCI Japan ETF
EWJ
|
$4.8M |
| 4 |
Microsoft
MSFT
|
$4.55M |
| 5 |
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% |
