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
$967M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$4.24M
3
+$3.98M
4
FCX icon
Freeport-McMoran
FCX
+$1.58M
5
META icon
Meta Platforms (Facebook)
META
+$1.54M

Top Sells

1
+$15.5M
2
+$7.72M
3
+$4.58M
4
MSFT icon
Microsoft
MSFT
+$4.17M
5
AAPL icon
Apple
AAPL
+$3.93M

Sector Composition

1 Technology 32.13%
2 Healthcare 11.83%
3 Financials 11.8%
4 Communication Services 10.01%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.91M 0.92%
20,297
-828
27
$8.24M 0.85%
136,741
-7,795
28
$8.09M 0.84%
127,095
-7,181
29
$7.95M 0.82%
76,518
-3,979
30
$7.68M 0.79%
36,444
-2,422
31
$7.49M 0.77%
13,826
-765
32
$7.43M 0.77%
8,739
-491
33
$7.02M 0.73%
43,286
-2,356
34
$6.86M 0.71%
14,625
-878
35
$6.36M 0.66%
94,352
-4,756
36
$6.27M 0.65%
38,038
-2,129
37
$6.22M 0.64%
35,879
-2,338
38
$6.1M 0.63%
182,589
-10,674
39
$5.63M 0.58%
21,897
-1,186
40
$5.53M 0.57%
9,947
-537
41
$5.5M 0.57%
9,409
-4,948
42
$5.28M 0.55%
290,196
-16,995
43
$5.25M 0.54%
28,543
-1,610
44
$5.1M 0.53%
13,648
-730
45
$5.03M 0.52%
25,894
-1,372
46
$4.93M 0.51%
28,764
-1,544
47
$4.92M 0.51%
82,926
-4,643
48
$4.89M 0.51%
28,844
-1,504
49
$4.81M 0.5%
71,091
-3,915
50
$4.77M 0.49%
95,487
-4,594
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