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
51
$1.23M 0.08%
29,350
-1,224
52
$1.23M 0.08%
11,105
-4,085
53
$1.22M 0.08%
+3,259
54
$1.18M 0.08%
+6,678
55
$1.16M 0.08%
15,486
+15
56
$1.15M 0.07%
+5,563
57
$1.11M 0.07%
25,808
-4
58
$1.06M 0.07%
+3,634
59
$1.03M 0.07%
16,069
+317
60
$1.03M 0.07%
15,179
61
$1.03M 0.07%
15,205
+305
62
$1.02M 0.07%
+6,797
63
$1.01M 0.07%
+11,466
64
$993K 0.06%
+6,614
65
$948K 0.06%
19,486
-5,385
66
$944K 0.06%
+2,538
67
$934K 0.06%
18,585
+24
68
$932K 0.06%
+8,199
69
$926K 0.06%
+7,449
70
$923K 0.06%
+6,054
71
$919K 0.06%
10,843
+747
72
$919K 0.06%
+5,198
73
$898K 0.06%
+9,490
74
$895K 0.06%
20,334
+649
75
$883K 0.06%
+3,535
1 2
3
4 5