LWM

Lenox Wealth Management Portfolio holdings

AUM $327M
1-Year Est. Return 5.1%
This Quarter Est. Return
1 Year Est. Return
+5.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$721K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.35M
3
+$1.81M
4
HDB icon
HDFC Bank
HDB
+$1.57M
5
MITSY
MITSUI & CO LTD ADR (US)
MITSY
+$920K

Top Sells

1
+$1.01M
2
+$975K
3
+$899K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$895K
5
NVO icon
Novo Nordisk
NVO
+$887K

Sector Composition

1 Financials 16%
2 Consumer Staples 14.94%
3 Technology 11.23%
4 Healthcare 4.64%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$14K ﹤0.01%
918
302
$14K ﹤0.01%
+548
303
$14K ﹤0.01%
641
+434
304
$13K ﹤0.01%
290
305
$13K ﹤0.01%
1,416
306
$13K ﹤0.01%
1,025
+242
307
$13K ﹤0.01%
325
+88
308
$13K ﹤0.01%
+651
309
$13K ﹤0.01%
+199
310
$13K ﹤0.01%
500
311
$13K ﹤0.01%
517
312
$13K ﹤0.01%
500
313
$13K ﹤0.01%
+242
314
$13K ﹤0.01%
+508
315
$12K ﹤0.01%
300
316
$12K ﹤0.01%
213
+34
317
$12K ﹤0.01%
160
-1,845
318
$12K ﹤0.01%
251
-322
319
$12K ﹤0.01%
+361
320
$12K ﹤0.01%
536
+9
321
$12K ﹤0.01%
151
-39
322
$12K ﹤0.01%
+411
323
$11K ﹤0.01%
105
+28
324
$11K ﹤0.01%
239
+67
325
$11K ﹤0.01%
209
-135
11 12
13
14 15