LPC
Loeb Partners Corp Portfolio holdings
AUM
$4.86M
This Quarter Return
+13.66%
1 Year Return
+7.22%
3 Year Return
+34.38%
5 Year Return
+94.91%
10 Year Return
–
AUM
$4.86M
AUM Growth
+$4.86M
(-98%)
Cap. Flow
-$223M
Cap. Flow
% of AUM
-4,575.99%
Top 10 Holdings %
Top 10 Hldgs %
46.43%
Holding
337
New
4
Increased
3
Reduced
96
Closed
180
Top Buys
| 1 |
Unilever
UL
|
$36K |
| 2 |
Cisco
CSCO
|
$24.1K |
| 3 |
Moderna
MRNA
|
$16K |
| 4 |
Alexandria Real Estate Equities
ARE
|
$7.18K |
| 5 |
Nektar Therapeutics
NKTR
|
$4.5K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$9.85M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$9.77M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$9.33M |
| 4 |
Diageo
DEO
|
$8.18M |
| 5 |
Bank of New York Mellon
BK
|
$7.76M |
Sector Composition
| 1 | Healthcare | 26.3% |
| 2 | Technology | 22.52% |
| 3 | Financials | 13.63% |
| 4 | Communication Services | 8.7% |
| 5 | Consumer Staples | 6.62% |
