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
451
$2K ﹤0.01%
+17
452
$2K ﹤0.01%
117
453
$2K ﹤0.01%
+72
454
$2K ﹤0.01%
+32
455
$2K ﹤0.01%
405,800
456
$1K ﹤0.01%
8
-10
457
$1K ﹤0.01%
21
458
$1K ﹤0.01%
+2
459
$1K ﹤0.01%
+14
460
$1K ﹤0.01%
+74
461
$1K ﹤0.01%
12
462
$1K ﹤0.01%
+17
463
$1K ﹤0.01%
41
464
$1K ﹤0.01%
+206
465
$1K ﹤0.01%
50
-2
466
$1K ﹤0.01%
+184
467
$1K ﹤0.01%
108
468
$1K ﹤0.01%
+69
469
$1K ﹤0.01%
+11
470
$1K ﹤0.01%
+39
471
$1K ﹤0.01%
367
472
$1K ﹤0.01%
+92
473
$1K ﹤0.01%
29
474
$1K ﹤0.01%
+49
475
$1K ﹤0.01%
+35