LC
Lourd Capital Portfolio holdings
AUM
$1.08B
1-Year Est. Return
8.79%
1 Year Est. Return
+8.79%
AUM
$1.08B
AUM Growth
+$57.7M
(+5.7%)
Holding
130
Top Buys
| 1 | +$6.84M | |
| 2 | +$967K | |
| 3 | +$643K | |
| 4 |
Visa
V
|
+$285K |
| 5 |
Estee Lauder
EL
|
+$237K |
Top Sells
| 1 | +$2.53M | |
| 2 | +$876K | |
| 3 | +$267K | |
| 4 |
Bank of America
BAC
|
+$258K |
| 5 |
Starbucks
SBUX
|
+$201K |
Sector Composition
| 1 | Financials | 76.04% |
| 2 | Consumer Staples | 3.17% |
| 3 | Energy | 2.86% |
| 4 | Technology | 2.83% |
| 5 | Communication Services | 1.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Mitsubishi UFJ Financial
MUFG
$176B
| $56K | 0.01% |
+11,715
|
|
||
127
Lloyds Banking Group
LYG
$66.2B
| $45K | ﹤0.01% |
15,824
+4,900
|
|
||
128
DuPont de Nemours
DD
$33.7B
| – | – |
-2,481
|
|
||
129
Fortive
FTV
$16.7B
| – | – |
-2,854
|
|
||
130
SiriusXM
SIRI
$7.3B
| – | – |
-1,054
|
|