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
$859M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$10.7M
3
+$9.22M
4
LLY icon
Eli Lilly
LLY
+$8.16M
5
NFLX icon
Netflix
NFLX
+$7.84M

Top Sells

1
+$20.5M
2
+$11.1M
3
+$9.89M
4
EL icon
Estee Lauder
EL
+$9.33M
5
UGI icon
UGI
UGI
+$8.17M

Sector Composition

1 Technology 30.18%
2 Healthcare 16.7%
3 Consumer Discretionary 10.76%
4 Financials 10.67%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.5M 1.46%
15,856
-9
27
$11.7M 1.36%
349,244
+219,932
28
$11.3M 1.31%
29,604
-18,747
29
$11.2M 1.31%
228,991
-150
30
$10.7M 1.25%
+113,397
31
$10.5M 1.23%
203,643
+1,293
32
$9.9M 1.15%
31,869
-21
33
$9.45M 1.1%
345,691
-238
34
$9.32M 1.09%
20,186
-13
35
$9.29M 1.08%
17,797
+10,028
36
$9.22M 1.07%
+84,560
37
$8.53M 0.99%
67,611
-45
38
$8.52M 0.99%
37,737
-23
39
$8.52M 0.99%
74,763
-22,568
40
$8.28M 0.96%
35,320
+184
41
$8.16M 0.95%
+17,404
42
$7.84M 0.91%
38,315
-158
43
$7.84M 0.91%
+17,794
44
$7.77M 0.91%
31,595
-20
45
$7.57M 0.88%
45,754
-30
46
$7.11M 0.83%
208,589
-128
47
$7M 0.81%
78,598
-41
48
$6.89M 0.8%
81,674
-81,795
49
$6.54M 0.76%
77,171
-50
50
$6.46M 0.75%
60,227
-190,772
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