LF

Longbow Finance Portfolio holdings

AUM $1.01B
1-Year Est. Return 38.59%
This Quarter Est. Return
1 Year Est. Return
+38.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$835M
AUM Growth
-$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$19.1M
3
+$14.7M
4
LLY icon
Eli Lilly
LLY
+$10.3M
5
PGR icon
Progressive
PGR
+$9.05M

Top Sells

1
+$25M
2
+$17.6M
3
+$17.4M
4
MSFT icon
Microsoft
MSFT
+$11.8M
5
UAL icon
United Airlines
UAL
+$9.36M

Sector Composition

1 Technology 28.22%
2 Financials 15.03%
3 Healthcare 13.82%
4 Communication Services 12.39%
5 Consumer Discretionary 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.43M 0.53%
+30,301
52
$4.37M 0.52%
+118,351
53
$4.36M 0.52%
8,583
-1,843
54
$4.26M 0.51%
90,638
-19,464
55
$4.25M 0.51%
24,925
-5,353
56
$4.1M 0.49%
+11,879
57
$4.07M 0.49%
+123,095
58
$4.02M 0.48%
47,901
-10,286
59
$3.89M 0.47%
27,792
-41,285
60
$3.76M 0.45%
+92,880
61
$3.7M 0.44%
+94,362
62
$3.61M 0.43%
+21,495
63
$3.59M 0.43%
+17,472
64
$3.58M 0.43%
27,411
-30,292
65
$3.54M 0.42%
+11,288
66
$3.46M 0.41%
+11,226
67
$3.43M 0.41%
29,358
-6,304
68
$3.42M 0.41%
11,216
-16,035
69
$3.4M 0.41%
9,276
-13,131
70
$3.4M 0.41%
18,724
-4,021
71
$3.25M 0.39%
22,668
+11,005
72
$3.11M 0.37%
80,000
73
$2.83M 0.34%
+32,175
74
$2.73M 0.33%
+20,207
75
$2.12M 0.25%
+28,995
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3
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