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
$539M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$14.4M
3
+$12.4M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$12M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.99%
2 Energy 14.4%
3 Financials 13.68%
4 Consumer Staples 13.62%
5 Technology 12.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.47M 0.83%
+45,395
52
$4.4M 0.82%
+52,528
53
$4.39M 0.82%
+50,736
54
$4.36M 0.81%
+76,100
55
$3.95M 0.73%
+228,742
56
$3.82M 0.71%
+86,148
57
$3.57M 0.66%
+49,793
58
$3.54M 0.66%
+132,377
59
$3.48M 0.65%
+75,377
60
$3.46M 0.64%
+77,470
61
$3.41M 0.63%
+67,658
62
$3.35M 0.62%
+40,961
63
$3.34M 0.62%
+195,927
64
$3.34M 0.62%
+98,526
65
$3.31M 0.61%
+95,595
66
$3.15M 0.59%
+79,826
67
$2.89M 0.54%
+47,805
68
$2.78M 0.52%
+56,680
69
$2.66M 0.49%
+55,795
70
$2.58M 0.48%
+65,710
71
$2.56M 0.48%
+46,987
72
$2.46M 0.46%
+70,428
73
$2.4M 0.45%
+41,080
74
$2.33M 0.43%
+46,811
75
$2.32M 0.43%
+22,925
1 2
3
4 5