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
$272M
AUM Growth
-$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.09M
3
+$1.01M
4
MCD icon
McDonald's
MCD
+$985K
5
BK icon
Bank of New York Mellon
BK
+$940K

Top Sells

1
+$7.67M
2
+$6.02M
3
+$4.38M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.32M
5
DTV
DIRECTV COM STK (DE)
DTV
+$3.15M

Sector Composition

1 Financials 16.6%
2 Real Estate 12.18%
3 Communication Services 7.93%
4 Consumer Staples 6.96%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
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