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
$271M
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$3.28M
2 +$1.86M
3 +$1.63M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.05M
5
BUD icon
AB InBev
BUD
+$876K

Top Sells

1 +$11.2M
2 +$10.4M
3 +$8.93M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$6.4M
5
GGP
GGP Inc.
GGP
+$5.73M

Sector Composition

1 Financials 23.67%
2 Real Estate 15.07%
3 Energy 8.81%
4 Consumer Staples 6.86%
5 Healthcare 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.24M 0.46%
6,000
-4,500
52
$1.24M 0.46%
66,390
-28,800
53
$1.22M 0.45%
21,660
54
$1.22M 0.45%
8,148
-8,311
55
$1.19M 0.44%
37,000
-10,039
56
$1.19M 0.44%
17,500
-5,150
57
$1.18M 0.44%
11,000
-10,350
58
$1.18M 0.43%
16,100
-300
59
$1.18M 0.43%
16,600
-10,400
60
$1.17M 0.43%
28,000
-16,000
61
$1.06M 0.39%
6,677
-11,477
62
$1.05M 0.39%
+20,000
63
$953K 0.35%
12,332
-13,782
64
$952K 0.35%
10,000
-10,000
65
$928K 0.34%
29,000
-14,000
66
$915K 0.34%
9,175
-5,000
67
$910K 0.34%
22,500
-16,000
68
$880K 0.32%
11,000
+2,000
69
$876K 0.32%
+10,000
70
$855K 0.32%
51,200
+1,600
71
$820K 0.3%
16,800
72
$810K 0.3%
15,000
-10,000
73
$799K 0.29%
18,553
74
$762K 0.28%
+20,000
75
$750K 0.28%
13,054
+4,550