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
$937M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$9.63M
3
+$6.87M
4
META icon
Meta Platforms (Facebook)
META
+$5.73M
5
WMT icon
Walmart
WMT
+$4.74M

Top Sells

1
+$75.3M
2
+$13.6M
3
+$6.3M
4
AAPL icon
Apple
AAPL
+$6.08M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.04M

Sector Composition

1 Technology 33.79%
2 Financials 12.9%
3 Healthcare 12.17%
4 Communication Services 9.94%
5 Consumer Staples 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.7M 1.03%
43,466
+7,022
27
$9.52M 1.02%
83,820
+3,810
28
$9.13M 0.97%
52,709
-7,098
29
$8.72M 0.93%
76,518
30
$8.05M 0.86%
151,320
+54,439
31
$7.97M 0.85%
109,172
-27,569
32
$7.75M 0.83%
8,739
33
$7.39M 0.79%
37,405
+8,641
34
$7.12M 0.76%
245,978
+96,894
35
$7.1M 0.76%
43,286
36
$7.01M 0.75%
35,879
37
$6.99M 0.75%
13,499
+3,552
38
$6.87M 0.73%
+84,220
39
$6.47M 0.69%
38,038
40
$6.18M 0.66%
267,281
-22,915
41
$6.15M 0.66%
94,352
42
$6.02M 0.64%
25,894
43
$5.99M 0.64%
21,897
44
$5.98M 0.64%
22,048
+3,972
45
$5.95M 0.63%
47,109
+10,784
46
$5.7M 0.61%
10,962
-2,864
47
$5.43M 0.58%
24,564
+9,087
48
$5.25M 0.56%
139,983
-42,606
49
$5.13M 0.55%
9,932
50
$5M 0.53%
8,086
+3,956
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