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
376
$6K ﹤0.01%
+79
377
$6K ﹤0.01%
305
+70
378
$6K ﹤0.01%
+140
379
$5K ﹤0.01%
29
-15
380
$5K ﹤0.01%
95
381
$5K ﹤0.01%
170
382
$5K ﹤0.01%
+62
383
$5K ﹤0.01%
539
-804
384
$5K ﹤0.01%
37
-6,361
385
$5K ﹤0.01%
+80
386
$5K ﹤0.01%
+686
387
$5K ﹤0.01%
70
388
$5K ﹤0.01%
125
389
$5K ﹤0.01%
+65
390
$5K ﹤0.01%
170
391
$5K ﹤0.01%
+202
392
$4K ﹤0.01%
+15
393
$4K ﹤0.01%
82
+51
394
$4K ﹤0.01%
+551
395
$4K ﹤0.01%
+147
396
$4K ﹤0.01%
204
+26
397
$4K ﹤0.01%
95
398
$4K ﹤0.01%
+115
399
$4K ﹤0.01%
270
400
$4K ﹤0.01%
96
14 15
16
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