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
+$411M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1 +$97.5M
2 +$69.1M
3 +$7.7M
4
AFL icon
Aflac
AFL
+$6.66M
5
AAPL icon
Apple
AAPL
+$6.47M

Top Sells

1 +$20.8M
2 +$1.33M
3 +$100K
4
ALJJ
ALJ Regional Holdings Inc
ALJJ
+$28.1K
5
BAX icon
Baxter International
BAX
+$23.6K

Sector Composition

1 Financials 72.19%
2 Consumer Staples 3.66%
3 Technology 3.05%
4 Energy 3.01%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$254K 0.02%
+17,563
277
$252K 0.02%
+8,171
278
$251K 0.02%
+3,978
279
$251K 0.02%
+6,560
280
$251K 0.02%
4,628
+50
281
$250K 0.02%
3,260
+420
282
$250K 0.02%
2,100
283
$249K 0.02%
+6,376
284
$249K 0.02%
+4,220
285
$249K 0.02%
+2,688
286
$247K 0.02%
10,621
287
$246K 0.02%
+12,998
288
$244K 0.02%
+7,764
289
$243K 0.02%
+1,197
290
$243K 0.02%
+2,057
291
$243K 0.02%
+8,842
292
$242K 0.02%
+3,020
293
$242K 0.02%
+5,303
294
$242K 0.02%
+6,424
295
$241K 0.02%
10,000
296
$238K 0.02%
+46,464
297
$235K 0.02%
+1,630
298
$233K 0.02%
+1,552
299
$233K 0.02%
+3,883
300
$233K 0.02%
+13,399