LPC
Loeb Partners Corp Portfolio holdings
AUM
$4.86M
1-Year Return
7.22%
This Quarter Return
+4.73%
1 Year Return
+7.22%
3 Year Return
+34.38%
5 Year Return
+94.91%
10 Year Return
–
AUM
$280M
AUM Growth
-$32.2M
(-10%)
Cap. Flow
-$40.6M
Cap. Flow
% of AUM
-14.48%
Top 10 Holdings %
Top 10 Hldgs %
32.9%
Holding
172
New
15
Increased
20
Reduced
32
Closed
21
Top Buys
| 1 |
Exxon Mobil
XOM
|
$6.16M |
| 2 |
AT&T
T
|
$4.87M |
| 3 |
Marsh & McLennan
MMC
|
$4.82M |
| 4 |
FCE.A
Forest City Realty Trust, Inc.
FCE.A
|
$2.72M |
| 5 |
GPT
Gramercy Property Trust
GPT
|
$2.69M |
Top Sells
| 1 |
DYAX
DYAX CORPORATION
DYAX
|
$50.9M |
| 2 |
Walt Disney
DIS
|
$5.99M |
| 3 |
Carnival Corp
CCL
|
$2.78M |
| 4 |
Home Depot
HD
|
$1.24M |
| 5 |
Target
TGT
|
$1.22M |
Sector Composition
| 1 | Financials | 18.97% |
| 2 | Real Estate | 12.18% |
| 3 | Consumer Staples | 9.86% |
| 4 | Communication Services | 6.94% |
| 5 | Healthcare | 6.41% |
