LC
Lourd Capital Portfolio holdings
AUM
$1.08B
1-Year Return
8.79%
This Quarter Return
+5.32%
1 Year Return
+8.79%
3 Year Return
+44.24%
5 Year Return
+63.44%
10 Year Return
–
AUM
$840M
AUM Growth
–
Cap. Flow
+$840M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
88.62%
Holding
105
New
105
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$481M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$52.9M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$44.1M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$31.3M |
| 5 |
Bank of America
BAC
|
$30.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 67.66% |
| 2 | Energy | 4.5% |
| 3 | Consumer Staples | 3.21% |
| 4 | Technology | 2.34% |
| 5 | Consumer Discretionary | 1.11% |
