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
326
$217K 0.01%
+1,598
327
$216K 0.01%
+2,482
328
$216K 0.01%
+5,553
329
$214K 0.01%
2,046
+666
330
$211K 0.01%
+939
331
$211K 0.01%
+1,590
332
$211K 0.01%
+341
333
$211K 0.01%
+5,124
334
$210K 0.01%
+1,415
335
$209K 0.01%
+10,043
336
$208K 0.01%
+4,050
337
$208K 0.01%
+5,157
338
$207K 0.01%
+4,048
339
$207K 0.01%
+886
340
$206K 0.01%
+2,270
341
$206K 0.01%
+23,664
342
$206K 0.01%
+5,363
343
$205K 0.01%
+3,624
344
$205K 0.01%
+3,895
345
$204K 0.01%
+1,655
346
$204K 0.01%
+12,351
347
$203K 0.01%
+3,097
348
$203K 0.01%
+6,972
349
$202K 0.01%
+7,320
350
$201K 0.01%
+8,950