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
+$411M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1 +$97.5M
2 +$69.1M
3 +$7.7M
4
AFL icon
Aflac
AFL
+$6.66M
5
AAPL icon
Apple
AAPL
+$6.47M

Top Sells

1 +$20.8M
2 +$1.33M
3 +$100K
4
ALJJ
ALJ Regional Holdings Inc
ALJJ
+$28.1K
5
BAX icon
Baxter International
BAX
+$23.6K

Sector Composition

1 Financials 72.19%
2 Consumer Staples 3.66%
3 Technology 3.05%
4 Energy 3.01%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$366K 0.02%
2,506
+466
202
$366K 0.02%
+7,437
203
$360K 0.02%
+19,560
204
$355K 0.02%
+3,820
205
$350K 0.02%
+15,000
206
$348K 0.02%
+3,528
207
$348K 0.02%
+3,984
208
$347K 0.02%
+1,964
209
$340K 0.02%
6,779
+2,643
210
$329K 0.02%
+2,103
211
$329K 0.02%
+20,505
212
$326K 0.02%
+2,925
213
$325K 0.02%
+13,958
214
$325K 0.02%
+11,566
215
$325K 0.02%
+6,864
216
$325K 0.02%
+1,654
217
$324K 0.02%
+6,428
218
$323K 0.02%
+12,046
219
$322K 0.02%
+5,729
220
$322K 0.02%
+1,612
221
$321K 0.02%
6,718
222
$321K 0.02%
+2,178
223
$318K 0.02%
4,133
+465
224
$318K 0.02%
+18,392
225
$314K 0.02%
+1,806