LPC
Loeb Partners Corp Portfolio holdings
AUM
$4.86M
1-Year Est. Return
7.22%
1 Year Est. Return
+7.22%
AUM
$273M
AUM Growth
–
Holding
185
Top Buys
| 1 | +$16.1M | |
| 2 | +$9.73M | |
| 3 | +$7.73M | |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$7.42M |
| 5 |
VER
VEREIT, Inc.
VER
|
+$7.22M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 15.3% |
| 2 | Financials | 11.97% |
| 3 | Energy | 11.49% |
| 4 | Consumer Staples | 10.91% |
| 5 | Communication Services | 8.12% |
New
Increased
Maintained
Reduced
Closed
Stocks
ETFs
Mega Cap
Over $200B
Large Cap
$10B to $200B
Mid Cap
$2B to $10B
Small Cap
$250M to $2B
Micro Cap
Under $250M
Communication Services
Consumer Discretionary
Consumer Staples
Energy
Financials
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Industrials
Materials
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Utilities
Communication Services
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Broadcasting
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Gambling
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Resorts & Casinos
Restaurants
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Textile Manufacturing
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Consumer Staples
Beverages - Brewers
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Confectioners
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Industrial Distribution
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Marine Shipping
Metal Fabrication
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Railroads
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Coking Coal
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Other Industrial Metals & Mining
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Paper & Paper Products
Silver
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Diversified REIT
Healthcare Facilities REIT
Hotel & Motel REIT
Industrial REIT
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Office REIT
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Residential REIT
Retail REIT
Specialty REIT
Technology
Communication Equipment
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Consumer Electronics
Electronic Components
Electronics & Computer Distribution
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Scientific & Technical Instruments
Semiconductor Equipment & Materials
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Software - Application
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Independent Power Producers
Renewable Electricity
Water Utilities