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
201
$317K 0.02%
+8,206
202
$314K 0.02%
+2,346
203
$311K 0.02%
+4,040
204
$311K 0.02%
+5,334
205
$310K 0.02%
+1,166
206
$309K 0.02%
+17,505
207
$307K 0.02%
+3,839
208
$307K 0.02%
+4,435
209
$307K 0.02%
+3,431
210
$306K 0.02%
+6,881
211
$305K 0.02%
+1,720
212
$299K 0.02%
+9,756
213
$299K 0.02%
+2,787
214
$299K 0.02%
+1,571
215
$294K 0.02%
+3,849
216
$293K 0.02%
+1,500
217
$292K 0.02%
+1,559
218
$291K 0.02%
+375
219
$290K 0.02%
+19,090
220
$289K 0.02%
+4,128
221
$288K 0.02%
13,373
+352
222
$287K 0.02%
+7,557
223
$287K 0.02%
+6,317
224
$286K 0.02%
+3,966
225
$285K 0.02%
+5,711