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
426
$3K ﹤0.01%
+39
427
$3K ﹤0.01%
+375
428
$2K ﹤0.01%
+20
429
$2K ﹤0.01%
14
-13
430
$2K ﹤0.01%
26
-139
431
$2K ﹤0.01%
+2
432
$2K ﹤0.01%
+21
433
$2K ﹤0.01%
+60
434
$2K ﹤0.01%
52
-24
435
$2K ﹤0.01%
297
+202
436
$2K ﹤0.01%
24
-39
437
$2K ﹤0.01%
52
-238
438
$2K ﹤0.01%
+18
439
$2K ﹤0.01%
+35
440
$2K ﹤0.01%
+25
441
$2K ﹤0.01%
68
442
$2K ﹤0.01%
+52
443
$2K ﹤0.01%
+42
444
$2K ﹤0.01%
+324
445
$2K ﹤0.01%
40
446
$2K ﹤0.01%
48
-10
447
$2K ﹤0.01%
+33
448
$2K ﹤0.01%
+244
449
$2K ﹤0.01%
104
450
$2K ﹤0.01%
+109
16 17
18
19 20