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
$273M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$9.73M
3 +$7.73M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$7.42M
5
VER
VEREIT, Inc.
VER
+$7.22M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$153K 0.06%
+200
177
$143K 0.05%
+15,000
178
$136K 0.05%
+28,748
179
$129K 0.05%
+10,040
180
$120K 0.04%
+10,000
181
$83K 0.03%
+2,000
182
$76K 0.03%
+674
183
$60K 0.02%
+1,333
184
$23K 0.01%
+100
185
$20K 0.01%
+10,000