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
301
$233K 0.02%
+7,083
302
$231K 0.02%
+17,238
303
$231K 0.02%
+4,419
304
$230K 0.02%
+2,788
305
$230K 0.02%
+12,483
306
$229K 0.01%
+7,670
307
$228K 0.01%
1,985
+50
308
$226K 0.01%
+3,428
309
$223K 0.01%
+6,803
310
$223K 0.01%
+4,022
311
$222K 0.01%
+13,315
312
$222K 0.01%
+3,248
313
$221K 0.01%
+2,067
314
$221K 0.01%
+2,727
315
$221K 0.01%
+1,847
316
$220K 0.01%
+3,019
317
$219K 0.01%
+2,750
318
$219K 0.01%
+1,728
319
$219K 0.01%
+1,614
320
$218K 0.01%
12,590
+320
321
$218K 0.01%
+3,844
322
$218K 0.01%
+3,338
323
$218K 0.01%
+19,724
324
$217K 0.01%
+1,552
325
$217K 0.01%
+5,042