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
$396M
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$15.2M
2 +$10.6M
3 +$9.98M
4
JPM icon
JPMorgan Chase
JPM
+$8.92M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.87M

Top Sells

1 +$2.33M
2 +$1.82M
3 +$1.72M
4
TWX
Time Warner Inc
TWX
+$1.35M
5
JBGS
JBG SMITH
JBGS
+$881K

Sector Composition

1 Financials 21.36%
2 Real Estate 12.64%
3 Energy 6.28%
4 Healthcare 5.6%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-20,000
177
$0 ﹤0.01%
+20,000