LF

Longbow Finance Portfolio holdings

AUM $937M
1-Year Est. Return 32.65%
This Quarter Est. Return
1 Year Est. Return
+32.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$794M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.1M
3
+$13.7M
4
KO icon
Coca-Cola
KO
+$12.5M
5
AMAT icon
Applied Materials
AMAT
+$12.4M

Top Sells

1
+$15.1M
2
+$14.6M
3
+$13.5M
4
RF icon
Regions Financial
RF
+$10.7M
5
JPM icon
JPMorgan Chase
JPM
+$10.3M

Sector Composition

1 Technology 26.43%
2 Healthcare 14.82%
3 Financials 11.39%
4 Consumer Discretionary 10.58%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 1.46%
37,436
+779
27
$11.3M 1.42%
229,141
+38,890
28
$11.1M 1.4%
211,715
+70,264
29
$10.9M 1.38%
15,865
+122
30
$10.7M 1.35%
82,221
-78,935
31
$10.6M 1.33%
+202,350
32
$9.89M 1.25%
38,707
+356
33
$9.54M 1.2%
+97,331
34
$9.43M 1.19%
+345,929
35
$9.41M 1.19%
31,890
-20,734
36
$9.34M 1.18%
90,459
-88,873
37
$9.33M 1.18%
37,873
+381
38
$8.17M 1.03%
235,018
+112,574
39
$7.74M 0.98%
38,473
-37,319
40
$7.65M 0.96%
67,656
-27,804
41
$7.55M 0.95%
37,760
-9,005
42
$7.42M 0.93%
55,474
+546
43
$7.38M 0.93%
+35,136
44
$7.29M 0.92%
+49,060
45
$7.23M 0.91%
31,615
+320
46
$7.17M 0.9%
20,199
+184
47
$7.1M 0.89%
45,784
-23,832
48
$6.73M 0.85%
+54,902
49
$6.64M 0.84%
78,639
+766
50
$6.6M 0.83%
161,441
+2,301
1
2
3