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
351
$8K ﹤0.01%
365
352
$8K ﹤0.01%
100
-100
353
$8K ﹤0.01%
+576
354
$8K ﹤0.01%
517
+8
355
$7K ﹤0.01%
100
+41
356
$7K ﹤0.01%
+152
357
$7K ﹤0.01%
110
-150
358
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102
359
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99
-14,333
360
$7K ﹤0.01%
150
361
$7K ﹤0.01%
706
+113
362
$7K ﹤0.01%
35
363
$6K ﹤0.01%
19
-10
364
$6K ﹤0.01%
72
-37
365
$6K ﹤0.01%
184
-33
366
$6K ﹤0.01%
78
-12
367
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40
368
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80
369
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370
$6K ﹤0.01%
141
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371
$6K ﹤0.01%
75
372
$6K ﹤0.01%
+108
373
$6K ﹤0.01%
+186
374
$6K ﹤0.01%
+337
375
$6K ﹤0.01%
35
13 14
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16 17