LBC

Lowe Brockenbrough & Co Portfolio holdings

AUM $1.78B
1-Year Est. Return 16.08%
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$4.93M
3
+$4.14M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.21M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.14M

Top Sells

1
+$4.81M
2
+$3.59M
3
+$3.51M
4
PM icon
Philip Morris
PM
+$2.85M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.19M

Sector Composition

1 Technology 13.61%
2 Healthcare 13.29%
3 Financials 10.38%
4 Industrials 8.19%
5 Consumer Staples 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$351K 0.03%
3,853
+1,167
227
$349K 0.03%
8,702
228
$343K 0.03%
3,007
229
$331K 0.03%
+21,050
230
$329K 0.03%
2,568
231
$323K 0.03%
11,409
+970
232
$307K 0.03%
2,610
233
$303K 0.03%
633
+19
234
$299K 0.03%
1,237
235
$289K 0.03%
602
236
$286K 0.03%
7,000
237
$285K 0.02%
3,152
238
$284K 0.02%
1,248
-25
239
$274K 0.02%
12,000
240
$260K 0.02%
7,248
+50
241
$259K 0.02%
5,650
242
$257K 0.02%
8,020
243
$256K 0.02%
2,664
-110
244
$256K 0.02%
4,670
-600
245
$249K 0.02%
1,414
-456
246
$243K 0.02%
1,579
-62
247
$238K 0.02%
2,600
248
$238K 0.02%
3,369
+25
249
$235K 0.02%
7,450
-166
250
$234K 0.02%
500
7 8 9
10
11