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
$742M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$55.1M
2 +$36.8M
3 +$34M
4
XOM icon
Exxon Mobil
XOM
+$33.2M
5
UNH icon
UnitedHealth
UNH
+$23.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.03%
2 Healthcare 18.61%
3 Financials 14.96%
4 Consumer Discretionary 11.9%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$6.05M 0.81%
+159,140
52
$4.71M 0.63%
+80,000
53
$4.54M 0.61%
+122,444
54
$4.42M 0.6%
+8,084
55
$3.5M 0.47%
+16,537
56
$435K 0.06%
+16,667
57
$258K 0.03%
+20,841