LC

Lourd Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 8.79%
This Quarter Est. Return
1 Year Est. Return
+8.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$831M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$700M
2
+$4.32M
3
+$1.64M
4
NVDA icon
NVIDIA
NVDA
+$1.46M
5
META icon
Meta Platforms (Facebook)
META
+$1.44M

Top Sells

1
+$1.25M
2
+$768K
3
+$613K
4
CVX icon
Chevron
CVX
+$602K
5
MSFT icon
Microsoft
MSFT
+$490K

Sector Composition

1 Financials 74.58%
2 Consumer Staples 4.02%
3 Technology 3.36%
4 Energy 3.01%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$283K 0.02%
+4,007
227
$283K 0.02%
18,958
-198
228
$282K 0.02%
+3,053
229
$282K 0.02%
80,596
+741
230
$281K 0.02%
+1,138
231
$281K 0.02%
+1,935
232
$281K 0.02%
+6,359
233
$279K 0.02%
13,205
+206
234
$279K 0.02%
+1,578
235
$275K 0.02%
+886
236
$273K 0.02%
+3,410
237
$271K 0.02%
+6,162
238
$270K 0.02%
+3,260
239
$270K 0.02%
+8,516
240
$269K 0.02%
10,000
241
$268K 0.02%
+9,197
242
$267K 0.02%
12,530
+1,275
243
$265K 0.02%
42,120
-1,074
244
$265K 0.02%
+3,434
245
$265K 0.02%
+2,934
246
$264K 0.02%
+965
247
$262K 0.02%
+2,129
248
$262K 0.02%
+1,652
249
$260K 0.02%
+1,021
250
$260K 0.02%
10,621
8 9
10
11 12