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
176
$373K 0.02%
+2,058
177
$373K 0.02%
12,390
+410
178
$372K 0.02%
+2,517
179
$372K 0.02%
+1,799
180
$366K 0.02%
12,863
-332
181
$364K 0.02%
+2,177
182
$363K 0.02%
+5,217
183
$362K 0.02%
+5,464
184
$362K 0.02%
+29,865
185
$359K 0.02%
+2,385
186
$357K 0.02%
+3,578
187
$356K 0.02%
+9,525
188
$350K 0.02%
12,402
189
$349K 0.02%
+2,188
190
$340K 0.02%
+6,118
191
$339K 0.02%
+17,130
192
$339K 0.02%
18,492
-79
193
$339K 0.02%
+6,226
194
$334K 0.02%
+2,220
195
$330K 0.02%
+7,119
196
$329K 0.02%
+2,249
197
$329K 0.02%
108,242
-1,748
198
$329K 0.02%
+7,065
199
$324K 0.02%
29,093
-29,092
200
$323K 0.02%
+5,764
6 7
8
9 10