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
$978M
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$1.91M
2 +$1.17M
3 +$530K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$410K
5
MDT icon
Medtronic
MDT
+$320K

Sector Composition

1 Financials 65.33%
2 Energy 3.3%
3 Consumer Staples 3.01%
4 Technology 2.39%
5 Communication Services 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-15,000