LPC

Loeb Partners Corp Portfolio holdings

AUM $4.86M
1-Year Est. Return 7.22%
This Quarter Est. Return
1 Year Est. Return
+7.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$1.86M
3
+$1.63M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.05M
5
BUD icon
AB InBev
BUD
+$876K

Top Sells

1
+$11.2M
2
+$10.4M
3
+$8.93M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$6.4M
5
GGP
GGP Inc.
GGP
+$5.73M

Sector Composition

1 Financials 23.67%
2 Real Estate 15.07%
3 Energy 8.81%
4 Consumer Staples 6.86%
5 Healthcare 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
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