LPC
Loeb Partners Corp Portfolio holdings
AUM
$4.86M
1-Year Return
7.22%
This Quarter Return
-1.69%
1 Year Return
+7.22%
3 Year Return
+34.38%
5 Year Return
+94.91%
10 Year Return
–
AUM
$273M
AUM Growth
–
Cap. Flow
+$273M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.15%
Holding
185
New
185
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$16.1M |
| 2 |
Diageo
DEO
|
$9.73M |
| 3 |
Williams Companies
WMB
|
$7.73M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$7.42M |
| 5 |
VER
VEREIT, Inc.
VER
|
$7.23M |
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% |
