LPC
Loeb Partners Corp Portfolio holdings
AUM
$4.86M
1-Year Return
7.22%
This Quarter Return
+5.02%
1 Year Return
+7.22%
3 Year Return
+34.38%
5 Year Return
+94.91%
10 Year Return
–
AUM
$342M
AUM Growth
+$5.22M
(+1.6%)
Cap. Flow
-$5.78M
Cap. Flow
% of AUM
-1.69%
Top 10 Holdings %
Top 10 Hldgs %
32.51%
Holding
194
New
17
Increased
14
Reduced
46
Closed
12
Top Buys
| 1 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$8.24M |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$6.29M |
| 3 |
Brookfield
BN
|
$3M |
| 4 |
Carnival Corp
CCL
|
$2.87M |
| 5 |
SPDR S&P Homebuilders ETF
XHB
|
$2.36M |
Top Sells
| 1 |
Liberty Global Class C
LBTYK
|
$8.87M |
| 2 |
GPT
Gramercy Property Trust
GPT
|
$6.76M |
| 3 |
Bristol-Myers Squibb
BMY
|
$2.06M |
| 4 |
Illinois Tool Works
ITW
|
$1.51M |
| 5 |
Comcast
CMCSA
|
$1.41M |
Sector Composition
| 1 | Financials | 12.78% |
| 2 | Real Estate | 11.88% |
| 3 | Communication Services | 9.58% |
| 4 | Industrials | 8.27% |
| 5 | Healthcare | 6.88% |
