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
51
$6.32M 0.74%
55,437
-37
52
$6.27M 0.73%
+36,422
53
$6.1M 0.71%
15,067
-15,100
54
$6.04M 0.7%
105,075
+403
55
$4.74M 0.55%
80,000
56
$4.59M 0.53%
81,255
-397
57
$3.23M 0.38%
80,659
-80,782
58
$3.03M 0.35%
27,426
-27,476
59
$217K 0.03%
20,841
60
– –
-38,707
61
– –
-37,873
62
– –
-16,667
63
– –
-17,452
64
– –
-211,715
65
– –
-235,018
1 2
3