LPC

Loeb Partners Corp Portfolio holdings

AUM $4.86M
1-Year Est. Return 7.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.83M
3
+$2.6M
4
CL icon
Colgate-Palmolive
CL
+$2.41M
5
MRK icon
Merck
MRK
+$2.01M

Top Sells

1
+$7.56M
2
+$3.28M
3
+$2.26M
4
GE icon
GE Aerospace
GE
+$2.11M
5
TRP icon
TC Energy
TRP
+$2.01M

Sector Composition

1 Financials 12.98%
2 Real Estate 12.6%
3 Communication Services 11.63%
4 Healthcare 11.11%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
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