LBC
Leigh Baldwin & Co Portfolio holdings
AUM
$152M
This Quarter Return
+2.91%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.94%
Holding
160
New
160
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$6.68M |
| 2 |
Apple
AAPL
|
$5.48M |
| 3 |
Amazon
AMZN
|
$3.53M |
| 4 |
Microsoft
MSFT
|
$3.42M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$3.28M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 17.64% |
| 2 | Healthcare | 9.84% |
| 3 | Financials | 7.19% |
| 4 | Consumer Discretionary | 5.57% |
| 5 | Industrials | 4.87% |
