LPC
Loeb Partners Corp Portfolio holdings
AUM
$4.86M
1-Year Return
7.22%
This Quarter Return
+5.8%
1 Year Return
+7.22%
3 Year Return
+34.38%
5 Year Return
+94.91%
10 Year Return
–
AUM
$329M
AUM Growth
+$30.9M
(+10%)
Cap. Flow
+$16.8M
Cap. Flow
% of AUM
5.1%
Top 10 Holdings %
Top 10 Hldgs %
29.01%
Holding
202
New
26
Increased
30
Reduced
42
Closed
26
Top Buys
| 1 |
AET
Aetna Inc
AET
|
$4.78M |
| 2 |
Delta Air Lines
DAL
|
$4.39M |
| 3 |
iShares US Home Construction ETF
ITB
|
$3.53M |
| 4 |
American Homes 4 Rent
AMH
|
$3.36M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$3.03M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$6.16M |
| 2 |
AbbVie
ABBV
|
$3.9M |
| 3 |
WFT
Weatherford International plc
WFT
|
$2.94M |
| 4 |
Merck
MRK
|
$2.78M |
| 5 |
VER
VEREIT, Inc.
VER
|
$2.66M |
Sector Composition
| 1 | Real Estate | 13.63% |
| 2 | Communication Services | 12.24% |
| 3 | Financials | 11.51% |
| 4 | Healthcare | 9.09% |
| 5 | Consumer Staples | 6.61% |
