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
51
$1.49M 0.1%
9,531
+500
52
$1.32M 0.09%
6,723
+603
53
$1.28M 0.08%
11,915
+7,764
54
$1.26M 0.08%
15,327
+6,963
55
$1.25M 0.08%
45,401
+15,617
56
$1.23M 0.08%
14,711
-153
57
$1.21M 0.08%
8,271
+625
58
$1.21M 0.08%
+249,640
59
$1.2M 0.08%
+45,651
60
$1.17M 0.08%
+5,611
61
$1.17M 0.08%
+9,190
62
$1.14M 0.07%
6,015
+3,359
63
$1.14M 0.07%
+26,641
64
$1.12M 0.07%
+20,258
65
$1.1M 0.07%
15,136
+10,635
66
$1.09M 0.07%
37,092
+6,530
67
$1.09M 0.07%
15,401
+5,897
68
$1.03M 0.07%
+8,508
69
$1.02M 0.07%
+19,951
70
$1.01M 0.07%
6,615
+2,002
71
$1M 0.07%
+26,125
72
$994K 0.06%
8,287
+2,591
73
$989K 0.06%
6,532
+1,100
74
$956K 0.06%
+11,712
75
$950K 0.06%
+6,030
1 2
3
4 5