LPC
Loeb Partners Corp Portfolio holdings
AUM
$4.86M
1-Year Return
7.22%
This Quarter Return
+5.73%
1 Year Return
+7.22%
3 Year Return
+34.38%
5 Year Return
+94.91%
10 Year Return
–
AUM
$304M
AUM Growth
+$23.9M
(+8.5%)
Cap. Flow
+$12.3M
Cap. Flow
% of AUM
4.06%
Top 10 Holdings %
Top 10 Hldgs %
32.36%
Holding
178
New
27
Increased
27
Reduced
54
Closed
16
Top Buys
| 1 |
DD
Du Pont De Nemours E I
DD
|
$6.86M |
| 2 |
Deere & Co
DE
|
$5.72M |
| 3 |
EOG Resources
EOG
|
$5.26M |
| 4 |
Procter & Gamble
PG
|
$4.35M |
| 5 |
NBL
Noble Energy, Inc.
NBL
|
$4.02M |
Top Sells
| 1 |
Lennar Class A
LEN
|
$4.3M |
| 2 |
Pfizer
PFE
|
$4.25M |
| 3 |
Bristol-Myers Squibb
BMY
|
$4.07M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$2.7M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.07M |
Sector Composition
| 1 | Financials | 18.43% |
| 2 | Real Estate | 12.42% |
| 3 | Consumer Staples | 11.31% |
| 4 | Energy | 8.22% |
| 5 | Industrials | 8.13% |
