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
$598M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.53M
3
+$3.33M
4
EBAY icon
eBay
EBAY
+$2.94M
5
SJM icon
J.M. Smucker
SJM
+$2.59M

Top Sells

1
+$4.24M
2
+$3.99M
3
+$3.2M
4
ABT icon
Abbott
ABT
+$2.35M
5
AMGN icon
Amgen
AMGN
+$2M

Sector Composition

1 Healthcare 15.76%
2 Consumer Staples 15.03%
3 Financials 14.69%
4 Technology 13.46%
5 Industrials 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.19M 1.2%
208,272
-31,650
27
$7.03M 1.18%
43,894
+1,050
28
$6.99M 1.17%
176,520
+6,180
29
$6.76M 1.13%
293,463
+153,210
30
$6.67M 1.12%
42,016
+15,990
31
$6.14M 1.03%
94,211
-290
32
$6.1M 1.02%
45,466
+675
33
$5.92M 0.99%
28,206
+1,705
34
$5.92M 0.99%
85,447
-575
35
$5.91M 0.99%
157,640
+17,820
36
$5.61M 0.94%
50,598
-800
37
$5.54M 0.93%
71,764
+345
38
$5.46M 0.91%
131,717
-265
39
$5.45M 0.91%
98,862
-58,040
40
$5.42M 0.91%
140,500
-640
41
$5.35M 0.9%
79,798
-1,950
42
$4.95M 0.83%
111,666
-25
43
$4.95M 0.83%
117,056
+1,575
44
$4.77M 0.8%
116,778
-7,123
45
$4.75M 0.79%
41,609
46
$4.75M 0.79%
60,685
-1,920
47
$4.63M 0.77%
94,075
+2,695
48
$4.58M 0.77%
73,543
+325
49
$4.58M 0.77%
109,172
-400
50
$4.51M 0.75%
59,931
-165
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