LPC
Loeb Partners Corp Portfolio holdings
AUM
$4.86M
1-Year Est. Return
7.22%
1 Year Est. Return
+7.22%
AUM
$4.86M
AUM Growth
-$210M
(-98%)
Holding
337
Top Buys
| 1 | +$36K | |
| 2 | +$24.1K | |
| 3 | +$16K | |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$7.18K |
| 5 |
Nektar Therapeutics
NKTR
|
+$4.62K |
Top Sells
| 1 | +$9.85M | |
| 2 | +$9.77M | |
| 3 | +$9.33M | |
| 4 |
Diageo
DEO
|
+$8.18M |
| 5 |
Bank of New York Mellon
BK
|
+$7.76M |
Sector Composition
| 1 | Healthcare | 26.3% |
| 2 | Technology | 22.52% |
| 3 | Financials | 13.63% |
| 4 | Communication Services | 8.7% |
| 5 | Consumer Staples | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Sandstorm Gold
SAND
$3.55B
| – | – |
-700
|
|
||
327
SPDR S&P Dividend ETF
SDY
$20.2B
| – | – |
-4,000
|
|
||
|
SELF
328
Global Self Storage
SELF
$56.4M
| – | – |
-10,000
|
|
||
329
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
| – | – |
-30,000
|
|
||
330
Tanger
SKT
$3.7B
| – | – |
-15,500
|
|
||
331
SLB Limited
SLB
$48.7B
| – | – |
-53,396
|
|
||
332
iShares Silver Trust
SLV
$25.3B
| – | – |
-20,000
|
|
||
333
Sanofi
SNY
$123B
| – | – |
-10,945
|
|
||
334
Simon Property Group
SPG
$58.1B
| – | – |
-2,000
|
|
||
335
SPDR S&P 500 ETF Trust
SPY
$660B
| – | – |
-7,040
|
|
||
336
STAG Industrial
STAG
$7.13B
| – | – |
-5,800
|
|
||
337
StoneCo
STNE
$4.78B
| – | – |
-26,017
|
|