LPC
Loeb Partners Corp Portfolio holdings
AUM
$4.86M
1-Year Return
7.22%
This Quarter Return
+9.36%
1 Year Return
+7.22%
3 Year Return
+34.38%
5 Year Return
+94.91%
10 Year Return
–
AUM
$296M
AUM Growth
+$22.5M
(+8.2%)
Cap. Flow
+$8.18M
Cap. Flow
% of AUM
2.76%
Top 10 Holdings %
Top 10 Hldgs %
29.83%
Holding
210
New
25
Increased
12
Reduced
45
Closed
31
Top Buys
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$5.87M |
| 2 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$5.41M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$4.97M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$2.92M |
| 5 |
Novartis
NVS
|
$2.78M |
Top Sells
| 1 |
NWSA
NEWS CORPORATION CL-A
NWSA
|
$5.14M |
| 2 |
Exxon Mobil
XOM
|
$3.59M |
| 3 |
AB InBev
BUD
|
$3.25M |
| 4 |
BPO
BROOKFIELD OFFICE PROPERTIES. INC
BPO
|
$2.32M |
| 5 |
Home Depot
HD
|
$2.26M |
Sector Composition
| 1 | Real Estate | 13.14% |
| 2 | Financials | 12.73% |
| 3 | Communication Services | 10.05% |
| 4 | Energy | 9.26% |
| 5 | Consumer Staples | 8.72% |