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
$280M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$6.36M
2 +$2.43M
3 +$2.15M
4
VR
Validus Hold Ltd
VR
+$1.85M
5
ZION icon
Zions Bancorporation
ZION
+$1.82M

Top Sells

1 +$10.7M
2 +$5.31M
3 +$5.26M
4
ITB icon
iShares US Home Construction ETF
ITB
+$4.71M
5
SITC icon
SITE Centers
SITC
+$2.9M

Sector Composition

1 Financials 20.89%
2 Real Estate 12.72%
3 Consumer Staples 8.06%
4 Communication Services 7.59%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-12,000