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
26
$2.47M 0.16%
23,373
+17,774
27
$2.39M 0.16%
+13,910
28
$2.38M 0.16%
35,741
+28,829
29
$2.27M 0.15%
16,556
-732
30
$2.27M 0.15%
155,097
+17
31
$2.27M 0.15%
36,959
+23,159
32
$2.24M 0.15%
47,353
+2,249
33
$2.19M 0.14%
63,730
+33,615
34
$2.1M 0.14%
96,308
+313
35
$2.09M 0.14%
39,431
+28,884
36
$2.08M 0.14%
+12,102
37
$1.96M 0.13%
30,398
38
$1.96M 0.13%
+41,453
39
$1.85M 0.12%
+106,023
40
$1.81M 0.12%
+12,579
41
$1.77M 0.12%
33,620
+12,320
42
$1.77M 0.12%
+35,340
43
$1.73M 0.11%
15,190
-41
44
$1.69M 0.11%
+22,404
45
$1.67M 0.11%
5,206
+3,742
46
$1.64M 0.11%
23,359
+1,082
47
$1.63M 0.11%
35,528
+3,028
48
$1.61M 0.11%
9,141
+2,605
49
$1.58M 0.1%
+24,575
50
$1.56M 0.1%
29,900
+6,020
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