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
$605M
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$4.76M
3
+$3.26M
4
AEP icon
American Electric Power
AEP
+$2.15M
5
MDLZ icon
Mondelez International
MDLZ
+$1.77M

Top Sells

1
+$2.57M
2
+$2.53M
3
+$1.36M
4
AAPL icon
Apple
AAPL
+$821K
5
MMM icon
3M
MMM
+$790K

Sector Composition

1 Healthcare 17.02%
2 Consumer Staples 14.28%
3 Energy 13.88%
4 Financials 13.36%
5 Technology 12.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.5M 1.24%
63,998
-6,733
27
$7.29M 1.21%
194,889
-6,252
28
$7.26M 1.2%
97,842
-5,520
29
$7.07M 1.17%
189,443
-9,539
30
$6.99M 1.16%
269,198
-18,220
31
$6.96M 1.15%
94,265
-6,030
32
$6.93M 1.15%
91,110
-5,710
33
$6.76M 1.12%
119,911
-7,970
34
$6.64M 1.1%
160,792
-300
35
$6.6M 1.09%
65,933
-934
36
$6.58M 1.09%
261,748
-14,520
37
$6.57M 1.09%
136,636
-10,979
38
$6.29M 1.04%
71,993
-4,865
39
$6.06M 1%
185,111
-9,512
40
$5.99M 0.99%
187,854
-15,560
41
$5.95M 0.98%
155,015
+84,800
42
$5.9M 0.98%
76,033
-4,960
43
$5.75M 0.95%
126,754
-3
44
$5.71M 0.94%
106,908
-6,875
45
$5.69M 0.94%
69,877
-1,375
46
$5.42M 0.9%
141,504
-4,210
47
$5.41M 0.89%
47,412
-2,061
48
$5.08M 0.84%
90,815
-5,670
49
$5.07M 0.84%
35,265
-9,465
50
$5.04M 0.83%
60,760
-4,980
1
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