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
$713M
AUM Growth
-$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$2.52M
2 +$1.75M
3 +$1.05M
4
NKE icon
Nike
NKE
+$804K
5
BTI icon
British American Tobacco
BTI
+$691K

Top Sells

1 +$10.1M
2 +$7.53M
3 +$2.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.77M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.64M

Sector Composition

1 Financials 58.28%
2 Consumer Staples 7.12%
3 Energy 5.99%
4 Technology 5.24%
5 Healthcare 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-20,620