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
$327M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.49M
3
+$2.76M
4
WMB icon
Williams Companies
WMB
+$2.66M
5
WM icon
Waste Management
WM
+$2.23M

Top Sells

1
+$8.25M
2
+$7.57M
3
+$4.64M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.85M
5
AFL icon
Aflac
AFL
+$3.11M

Sector Composition

1 Financials 25.36%
2 Real Estate 16.38%
3 Consumer Staples 7.83%
4 Energy 6.82%
5 Communication Services 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-16,000
177
– –
-6,000
178
– –
-89,100
4 5 6 7
8