LBC

Leigh Baldwin & Co Portfolio holdings

AUM $178M
1-Year Est. Return 22.54%
This Quarter Est. Return
1 Year Est. Return
+22.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$5.48M
3
+$3.53M
4
MSFT icon
Microsoft
MSFT
+$3.42M
5
IWF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$222K 0.19%
+1,687
152
$222K 0.19%
+1,197
153
$221K 0.19%
+1,535
154
$220K 0.19%
+3,750
155
$220K 0.19%
+4,725
156
$217K 0.18%
+379
157
$217K 0.18%
+2,970
158
$214K 0.18%
+5,200
159
$210K 0.18%
+3,451
160
$205K 0.17%
+712
3 4 5 6
7