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
51
$4.6M 0.48%
96,881
-5,647
52
$4.44M 0.46%
9,819
-522
53
$4.43M 0.46%
9,932
-543
54
$4.27M 0.44%
6,496
-359
55
$4.24M 0.44%
+37,054
56
$4.19M 0.43%
18,076
-961
57
$4.17M 0.43%
149,084
-8,301
58
$4.12M 0.43%
93,406
-103,880
59
$4.1M 0.42%
44,256
-2,164
60
$4.08M 0.42%
36,325
-1,928
61
$4.03M 0.42%
25,775
-1,371
62
$3.91M 0.4%
12,717
-7,923
63
$3.71M 0.38%
12,431
-667
64
$3.44M 0.36%
4,374
-243
65
$3.4M 0.35%
10,885
-606
66
$3.34M 0.35%
14,045
-573
67
$3.34M 0.35%
107,850
-120,430
68
$3.19M 0.33%
32,133
-37,045
69
$3.12M 0.32%
80,000
70
$2.99M 0.31%
9,054
-505
71
$2.97M 0.31%
5,482
-6,049
72
$2.92M 0.3%
29,850
-1,582
73
$2.85M 0.3%
3,773
-201
74
$2.68M 0.28%
15,477
-854
75
$2.58M 0.27%
54,706
-2,909
1 2
3
4