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
51
$4.93M 0.53%
28,844
52
$4.86M 0.52%
9,819
53
$4.68M 0.5%
82,926
54
$4.65M 0.5%
9,409
55
$4.15M 0.44%
4,679
+906
56
$4.15M 0.44%
4,374
57
$4.03M 0.43%
6,496
58
$4.02M 0.43%
11,611
+2,557
59
$3.95M 0.42%
12,257
+1,372
60
$3.9M 0.42%
37,054
61
$3.8M 0.41%
25,775
62
$3.59M 0.38%
14,045
63
$3.55M 0.38%
80,000
64
$3.54M 0.38%
29,850
65
$3.17M 0.34%
323
+267
66
$3.1M 0.33%
6,671
-7,954
67
$3.09M 0.33%
32,133
68
$3M 0.32%
15,736
+11,832
69
$2.97M 0.32%
15,462
-13,081
70
$2.95M 0.31%
5,482
71
$2.71M 0.29%
52,308
+22,062
72
$2.64M 0.28%
9,749
-2,968
73
$2.64M 0.28%
8,326
-5,322
74
$2.59M 0.28%
+14,439
75
$2.58M 0.28%
+21,987
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