LBC
Lowe Brockenbrough & Co Portfolio holdings
AUM
$1.78B
This Quarter Return
-13.02%
1 Year Return
+16.08%
3 Year Return
+69.95%
5 Year Return
+129.98%
10 Year Return
+260.84%
AUM
$1.14B
AUM Growth
+$1.14B
(-16%)
Cap. Flow
-$5.92M
Cap. Flow
% of AUM
-0.52%
Top 10 Holdings %
Top 10 Hldgs %
24.22%
Holding
268
New
4
Increased
55
Reduced
155
Closed
12
Top Buys
| 1 |
Amazon
AMZN
|
$17.2M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$5.69M |
| 3 |
Schlumberger
SLB
|
$4.93M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$4.14M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$2.21M |
Top Sells
| 1 |
Southwest Airlines
LUV
|
$4.81M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.59M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$3.51M |
| 4 |
Philip Morris
PM
|
$2.85M |
| 5 |
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% |
