LBC
Lowe Brockenbrough & Co Portfolio holdings
AUM
$1.78B
This Quarter Return
-2.18%
1 Year Return
+16.08%
3 Year Return
+69.95%
5 Year Return
+129.98%
10 Year Return
+260.84%
AUM
$1.29B
AUM Growth
+$1.29B
(-2.8%)
Cap. Flow
-$56.9K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
25.22%
Holding
274
New
6
Increased
54
Reduced
145
Closed
14
Top Buys
| 1 |
NewMarket
NEU
|
$8.09M |
| 2 |
Albemarle
ALB
|
$3.93M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$2.66M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.19M |
| 5 |
Pfizer
PFE
|
$2.09M |
Top Sells
| 1 |
Apple
AAPL
|
$2.65M |
| 2 |
Microsoft
MSFT
|
$2.02M |
| 3 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
$1.45M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$1.41M |
| 5 |
Johnson & Johnson
JNJ
|
$1.04M |
Sector Composition
| 1 | Technology | 15.65% |
| 2 | Healthcare | 10.52% |
| 3 | Financials | 8.92% |
| 4 | Industrials | 7.45% |
| 5 | Consumer Staples | 6.67% |
