LPC

Loeb Partners Corp Portfolio holdings

AUM $4.86M
1-Year Est. Return 7.22%
This Quarter Est. Return
1 Year Est. Return
+7.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$9.73M
3
+$7.73M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$7.42M
5
VER
VEREIT, Inc.
VER
+$7.22M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 15.3%
2 Financials 11.97%
3 Energy 11.49%
4 Consumer Staples 10.91%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.07M 1.12%
+107,179
27
$2.63M 0.96%
+65,600
28
$2.48M 0.91%
+13,546
29
$2.32M 0.85%
+79,976
30
$2.32M 0.85%
+139,100
31
$2.28M 0.83%
+114,408
32
$2.26M 0.83%
+133,962
33
$2.26M 0.83%
+29,150
34
$2.24M 0.82%
+104,400
35
$2.19M 0.8%
+63,300
36
$2.18M 0.8%
+18,442
37
$2.11M 0.77%
+49,000
38
$2.09M 0.77%
+33,979
39
$2.07M 0.76%
+115,400
40
$2.03M 0.74%
+49,761
41
$1.97M 0.72%
+25,146
42
$1.89M 0.69%
+45,655
43
$1.88M 0.69%
+105,160
44
$1.85M 0.68%
+11,523
45
$1.84M 0.67%
+83,753
46
$1.83M 0.67%
+25,596
47
$1.79M 0.66%
+31,250
48
$1.78M 0.65%
+85,152
49
$1.76M 0.65%
+128,850
50
$1.67M 0.61%
+117,600
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