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
$348M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$7.4M
3
+$6.76M
4
GGP
GGP Inc.
GGP
+$6.64M
5
AMT icon
American Tower
AMT
+$5.04M

Top Sells

1
+$7.02M
2
+$5.59M
3
+$4.45M
4
WFC icon
Wells Fargo
WFC
+$4.14M
5
GLD icon
SPDR Gold Trust
GLD
+$3.79M

Sector Composition

1 Financials 24.14%
2 Real Estate 16.34%
3 Consumer Staples 7.51%
4 Energy 5.69%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.54%
38,372
-6,396
52
$1.76M 0.5%
116,692
+10,000
53
$1.75M 0.5%
59,070
-5,817
54
$1.74M 0.5%
17,025
55
$1.65M 0.47%
86,200
+10,000
56
$1.64M 0.47%
30,000
+15,000
57
$1.61M 0.46%
48,000
58
$1.57M 0.45%
51,850
+31,900
59
$1.55M 0.44%
+12,103
60
$1.53M 0.44%
22,000
61
$1.49M 0.43%
30,700
62
$1.43M 0.41%
14,200
-50
63
$1.39M 0.4%
10,436
64
$1.36M 0.39%
16,600
65
$1.35M 0.39%
162,500
+11,500
66
$1.29M 0.37%
8,000
+1,000
67
$1.23M 0.35%
67,000
-2,600
68
$1.18M 0.34%
22,500
+1,000
69
$1.13M 0.33%
15,630
-250
70
$1.12M 0.32%
19,150
-6,000
71
$1.11M 0.32%
85,084
-9,794
72
$1.11M 0.32%
22,130
73
$1.1M 0.32%
20,000
-10,000
74
$1.09M 0.31%
24,275
+3,075
75
$1.08M 0.31%
17,000
1 2
3
4 5