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
26
$2.71M 0.18%
15,000
27
$2.53M 0.16%
14,987
28
$2.52M 0.16%
16,817
+270
29
$2.46M 0.16%
41,085
-5,000
30
$2.34M 0.15%
13,971
-23
31
$2.19M 0.14%
35,344
+509
32
$1.95M 0.13%
28,675
+512
33
$1.88M 0.12%
22,990
-404
34
$1.84M 0.12%
34,508
+891
35
$1.77M 0.11%
35,339
-21
36
$1.69M 0.11%
105,798
37
$1.64M 0.11%
+27,180
38
$1.59M 0.1%
12,280
+112
39
$1.46M 0.09%
+208,160
40
$1.44M 0.09%
+8,750
41
$1.44M 0.09%
+6,449
42
$1.43M 0.09%
30,842
+373
43
$1.39M 0.09%
+4,760
44
$1.39M 0.09%
+23,240
45
$1.36M 0.09%
+3,943
46
$1.35M 0.09%
17,459
+562
47
$1.34M 0.09%
11,495
+113
48
$1.33M 0.09%
53,520
+14,500
49
$1.32M 0.09%
+4,754
50
$1.3M 0.08%
20,893
-9,850
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